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Building 2PAINTED PORCH ADVISORS LLC

Map pinSANTA BARBARA, CA
Phone805-567-4288
NotebookSEC #801-122861
Total AUM
$571.9M
Employees
21
Clients
297

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
$571.9M
Accounts
806
Discretionary
$571.9M
Accounts
806
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
185
AUM
$63.7M
HNW Individual Clients
107
AUM
$497.9M
Pooled Vehicle Clients
5
AUM
$10.3M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCFLILMANENYORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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