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Building 2PAINTER, SMITH AND AMBERG INC.

Map pinREDLANDS, CA
Phone909-557-2800
NotebookSEC #801-112748
Total AUM
$115.7M
Employees
4
Clients
437

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 CALIFORNIA STREET
SUITE 220
REDLANDS
CA 92374-2948
United States
Operating Hours
6:30 A.M. - 4:00 P.M.
Monday - Friday
Phone
909-557-2800

ReceiptFinancials

Total AUM
$115.7M
Accounts
437
Discretionary
$885.9K
Accounts
10
Non-Discretionary
$114.8M
Accounts
427

ContactClients

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Individual Clients
389
AUM
$75M
HNW Individual Clients
26
AUM
$30.3M
Pension/Profit Sharing Plan Clients
15
AUM
$8M
Charitable Organization Clients
3
AUM
$1.1M
Corporation or Business Clients
4
AUM
$1.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMDTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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