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Building 2LA CUMBRE PEAK ADVISORS

Map pinSANTA BARBARA, CA
Phone(805) 697-1700
NotebookSEC #801-120909
Total AUM
$5.2M
Employees
2
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
27 W. ANAPAMU STREET
SUITE 426
SANTA BARBARA
CA 93101
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
(805) 697-1700

ReceiptFinancials

Total AUM
$5.2M
Accounts
21
Discretionary
$5.2M
Accounts
21
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
21
AUM
$5.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
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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