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Building 2PERITUS ASSET MANAGEMENT

Map pinSANTA BARBARA, CA
Phone805-882-9169
NotebookSEC #801-60679
Total AUM
$63.2M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
315 E. CANON PERDIDO ST.
SANTA BARBARA
CA 93101
USA
Operating Hours
7:30 AM TO 4:00 PM
Monday - Friday
Phone
805-882-9169

ReceiptFinancials

Total AUM
$63.2M
Accounts
186
Discretionary
$50.4M
Accounts
179
Non-Discretionary
$12.8M
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFL

HandshakeAffiliates

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

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