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Building 2ARLINGTON FINANCIAL ADVISORS, LLC

Map pinSANTA BARBARA, CA
Phone(805) 699-7300
NotebookSEC #801-107857
Total AUM
$1.2B
Employees
16
Clients
631

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 E. DE LA GUERRA ST
SANTA BARBARA
CA 93101
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(805) 699-7300

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,575
Discretionary
$1.2B
Accounts
2,575
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
328
AUM
$130M
HNW Individual Clients
267
AUM
$1B
Pension/Profit Sharing Plan Clients
36
AUM
$79M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLHILAMAMDNVNYORSCTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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