Overview
Assets Under Management: $372 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 91
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.48
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 605
Discretionary Accounts: 605
Regulatory Filings
CRD Number: 304375
Last Filing Date: 2024-07-26 00:00:00
Website: https://paintedporchadvisors.com