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Building 2WALPOLE FINANCIAL ADVISORS, LLC

Map pinGOLETA, CA
Phone805-845-6587
NotebookSEC #801-79284
Total AUM
$280.5M
Employees
7
Clients
180

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
70 SANTA FELICIA DRIVE
GOLETA
CA 93117
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
805-845-6587

ReceiptFinancials

Total AUM
$280.5M
Accounts
457
Discretionary
$280.5M
Accounts
457
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
124
AUM
$49M
HNW Individual Clients
48
AUM
$116.6M
Pension/Profit Sharing Plan Clients
5
AUM
$9.4M
Charitable Organization Clients
1
AUM
$83.9K
Corporation or Business Clients
2
AUM
$105.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANENHTXWA

HandshakeAffiliates

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

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