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BOURKE WEALTH MANAGEMENT
SANTA BARBARA, CA
(805) 966-2122
SEC #801-113834Total AUM
$0
Employees
4Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
222 EAST CANON PERDIDO STREET,
SUITE 305
SANTA BARBARA
CA 93101
United States
SUITE 305
SANTA BARBARA
CA 93101
United States
Operating Hours
8AM-5PM
Monday - Friday
Monday - Friday
Phone
(805) 966-2122
Financials
Total AUM
$0
Accounts
0Discretionary
$0
Accounts
0Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.