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Building 2OUTWING PRIVATE WEALTH MANAGEMENT

Map pinSANTA BARBARA, CA
Phone(805) 880-9464
NotebookSEC #801-130386
Total AUM
$332.8M
Employees
4
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
735 STATE ST.
SUITE 516
SANTA BARBARA
CA 93101
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
(805) 880-9464

ReceiptFinancials

Total AUM
$332.8M
Accounts
101
Discretionary
$168.4M
Accounts
62
Non-Discretionary
$164.5M
Accounts
39

ContactClients

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Individual Clients
1
AUM
$896.6K
HNW Individual Clients
21
AUM
$331.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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