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Building 2MICHAEL J. BERGQUIST FINANCIAL & ESTATE PLANNING

Map pinSANTA BARBARA, CA
Phone805-568-5313
NotebookSEC #801-28362
Total AUM
$131.8M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1114 STATE STREET, SUITE 300
SANTA BARBARA
CA 93101
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
805-568-5313

ReceiptFinancials

Total AUM
$131.8M
Accounts
105
Discretionary
$51.8M
Accounts
64
Non-Discretionary
$79.9M
Accounts
41

ContactClients

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
HOURLY RATE TAX & ESTATE PLANNING ADVICE & FIDUCIARY ADVISORY SERVICES RELATED THERETO WITH EXISTING FINANCIAL PLANNING CLIENTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
HOURLY-RATE TAX/ESTATE PLANNING ADVICE & FIDUCIARY ADVISORY SVCS

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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