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Building 215 EQUITY

Map pinSANTA BARBARA, CA
Phone805-456-4426
NotebookSEC #801-119711
Total AUM
$135.9M
Employees
7
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 EAST YANONALI STREET
SUITE 109
SANTA BARBARA
CA 93101
United States
Operating Hours
9-5
Monday - Friday
Phone
805-456-4426

ReceiptFinancials

Total AUM
$135.9M
Accounts
118
Discretionary
$95.1M
Accounts
110
Non-Discretionary
$40.8M
Accounts
8

ContactClients

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Individual Clients
52
AUM
$12.7M
HNW Individual Clients
60
AUM
$109.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Charitable Organization Clients
1
AUM
$2.1M
Corporation or Business Clients
1
AUM
$10.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANCTX

HandshakeAffiliates

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

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