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BERGQUIST WANG, LLC
SANTA BARBARA, CA
805-568-5313
SEC #801-77980Total AUM
$73.5M
Employees
4Clients
47Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1114 STATE STREET
SUITE 300
SANTA BARBARA
CA 93101
United States
SUITE 300
SANTA BARBARA
CA 93101
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
805-568-5313
Financials
Total AUM
$73.5M
Accounts
110Discretionary
$57.3M
Accounts
96Non-Discretionary
$16.2M
Accounts
14
Clients
Individual Clients
12AUM
$2M
HNW Individual Clients
33AUM
$66.6M
Charitable Organization Clients
1AUM
$3.5M
Corporation or Business Clients
1AUM
$1.4M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
HOURLY-RATE TAX/ESTATE PLANNING ADVICE & FIDUCIARY ADVISORY SVCS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
HOURLY-RATE TAX/ESTATE PLANNING ADVICE & FIDUCIARY ADVISORY SVCS
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.