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Building 2FORONJY FINANCIAL

Map pinSANTA BARBARA, CA
Phone805-543-1033
NotebookSEC #801-130928
Total AUM
$278M
Employees
7
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 CHAPALA STREET
SUITE 105
SANTA BARBARA
CA 93101
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
805-543-1033
Other Offices
1

ReceiptFinancials

Total AUM
$278M
Accounts
546
Discretionary
$278M
Accounts
546
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
90
AUM
$54.3M
HNW Individual Clients
93
AUM
$221.9M
Pension/Profit Sharing Plan Clients
3
AUM
$1.3M
Corporation or Business Clients
1
AUM
$599K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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