Overview
Assets Under Management: $251 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 82
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.43
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 209
Discretionary Accounts: 209
Regulatory Filings
CRD Number: 154413
Last Filing Date: 2025-02-28 00:00:00
Website: https://alamarcapital.com