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David Allen Chalupnik

SANTA BARBARA ASSET MANAGEMENT, LLC·LOS ANGELES, California
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2029 CENTURY PARK EAST, LOS ANGELES, CA 90067CRD# 1242064Firm CRD# 138123
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About

David Allen Chalupnik is a registered financial advisor based in LOS ANGELES, California, affiliated with SANTA BARBARA ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
SANTA BARBARA ASSET MANAGEMENT, LLC
SANTA BARBARA ASSET MANAGEMENT, LLC
AUM
$7.5B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at SANTA BARBARA ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1242064
Firm CRD# 138123
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Allen Chalupnik offer?
David Allen Chalupnik specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.
What are David Allen Chalupnik's credentials?
David Allen Chalupnik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Allen Chalupnik located?
David Allen Chalupnik is based in LOS ANGELES, California, working with SANTA BARBARA ASSET MANAGEMENT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does David Allen Chalupnik charge for services?
David Allen Chalupnik's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANTA BARBARA ASSET MANAGEMENT, LLC?
SANTA BARBARA ASSET MANAGEMENT, LLC has approximately 12 employees and manages $7.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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