Overview
Assets Under Management: $525 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 91
Average Client Assets: $3.1 million
Frequently Asked Questions
PARTNERVEST ADVISORY SERVICES LLC 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 #113621), PARTNERVEST ADVISORY SERVICES LLC is subject to fiduciary duty under federal law.
PARTNERVEST ADVISORY SERVICES LLC is headquartered in SANTA BARBARA, CA.
PARTNERVEST ADVISORY SERVICES LLC serves 91 high-net-worth clients according to their SEC filing dated November 29, 2018. View client details ↓
According to their SEC Form ADV, PARTNERVEST ADVISORY SERVICES LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PARTNERVEST ADVISORY SERVICES LLC manages $525 million in client assets according to their SEC filing dated November 29, 2018.
According to their SEC Form ADV, PARTNERVEST ADVISORY SERVICES LLC serves high-net-worth individuals, businesses, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.90%
Average Client Assets: $3.1 million
Total Client Accounts: 2,027
Discretionary Accounts: 2,027
Regulatory Filings
CRD Number: 113621
Filing ID: 1254729
Last Filing Date: 2018-11-29 13:29:00