Overview
Assets Under Management: $116 million
Headquarters: REDLANDS, CA
High-Net-Worth Clients: 26
Average Client Assets: $1.2 million
Frequently Asked Questions
PAINTER, SMITH AND AMBERG INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #10865), PAINTER, SMITH AND AMBERG INC. is subject to fiduciary duty under federal law.
PAINTER, SMITH AND AMBERG INC. is headquartered in REDLANDS, CA.
PAINTER, SMITH AND AMBERG INC. serves 26 high-net-worth clients according to their SEC filing dated June 12, 2023. View client details ↓
According to their SEC Form ADV, PAINTER, SMITH AND AMBERG INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PAINTER, SMITH AND AMBERG INC. manages $116 million in client assets according to their SEC filing dated June 12, 2023.
According to their SEC Form ADV, PAINTER, SMITH AND AMBERG INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.19%
Average Client Assets: $1.2 million
Total Client Accounts: 437
Discretionary Accounts: 10
Non-Discretionary Accounts: 427
Regulatory Filings
CRD Number: 10865
Filing ID: 1768728
Last Filing Date: 2023-06-12 13:27:00