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Building 2PAINTED PORCH ADVISORS LLC

Map pinSANTA BARBARA, CA
Phone805-567-4288
NotebookSEC #801-116856
Total AUM
$18.4M
Employees
5
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 S LA CUMBRE LANE
SUITE 201
SANTA BARBARA
CA 93105
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
805-567-4288

ReceiptFinancials

Total AUM
$18.4M
Accounts
29
Discretionary
$18.4M
Accounts
29
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1M
HNW Individual Clients
9
AUM
$17.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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