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Building 2STARBUCK TISDALE & ASSOCIATES

Map pinSANTA BARBARA, CA
Phone(805)963-5963
NotebookSEC #801-2800
Total AUM
$1.6B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 W MICHELTORENA STREET
SUITE 210
SANTA BARBARA
CA 93101
USA
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
(805)963-5963

ReceiptFinancials

Total AUM
$1.6B
Accounts
873
Discretionary
$938.1M
Accounts
833
Non-Discretionary
$688.1M
Accounts
40

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AZCACODCFLHIIDMINCNHNJNVNYORPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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