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Building 2CHRONICLE ADVISORS LLC

Map pinSANTA BARBARA, CA
Phone805-899-1230
NotebookSEC #801-106860
Total AUM
$121.1M
Employees
2
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 MIRAMONTE DRIVE
SUITE 300
SANTA BARBARA
CA 93109
United States
Operating Hours
9:00 TO 4:00
Monday - Friday
Phone
805-899-1230

ReceiptFinancials

Total AUM
$121.1M
Accounts
68
Discretionary
$121.1M
Accounts
68
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
4
AUM
$121.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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