Overview
Assets Under Management: $5.1 billion
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 126
Average Client Assets: $1.8 million
Frequently Asked Questions
SANTA BARBARA ASSET MANAGEMENT, 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 #138123), SANTA BARBARA ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SANTA BARBARA ASSET MANAGEMENT, LLC is headquartered in LOS ANGELES, CA.
SANTA BARBARA ASSET MANAGEMENT, LLC serves 126 high-net-worth clients according to their SEC filing dated April 24, 2018. View client details ↓
According to their SEC Form ADV, SANTA BARBARA ASSET MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
SANTA BARBARA ASSET MANAGEMENT, LLC manages $5.1 billion in client assets according to their SEC filing dated April 24, 2018.
According to their SEC Form ADV, SANTA BARBARA ASSET MANAGEMENT, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 126
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.43%
Average Client Assets: $1.8 million
Total Client Accounts: 4,658
Discretionary Accounts: 4,658
Regulatory Filings
CRD Number: 138123
Filing ID: 1212378
Last Filing Date: 2018-04-24 17:45:00