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Building 2PARTNERVEST ADVISORY SERVICES LLC

Map pinSANTA BARBARA, CA
Phone805-966-1266
NotebookSEC #801-62795
Total AUM
$135.2K
Employees
4
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 S. HOPE AVENUE
SUITE C210
SANTA BARBARA
CA 93105
United States
Operating Hours
9 A.M. PST TO 5 P.M. PST
Monday - Friday
Phone
805-966-1266

ReceiptFinancials

Total AUM
$135.2K
Accounts
8
Discretionary
$135.2K
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$135.2K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Other Fee
Other Compensation
NONE. SEE SCHEDULE D MISCELLANEOUS

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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