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Building 2SANTA BARBARA MANAGEMENT

Map pinCHICAGO, IL
Phone734-604-9891
NotebookSEC #801-132201
Total AUM
$530.2M
Employees
18
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 E. OHIO ST.
2ND FLOOR
CHICAGO
IL 60611
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
734-604-9891
Other Offices
1

ReceiptFinancials

Total AUM
$530.2M
Accounts
267
Discretionary
$231.7M
Accounts
139
Non-Discretionary
$298.5M
Accounts
128

ContactClients

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HNW Individual Clients
8
AUM
$522.1M
Corporation or Business Clients
1
AUM
$8.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILNYTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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