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Andrew Lawrence Penso

MISSION WEALTH MANAGEMENT, LP·SANTA BARBARA, California
Unclaimed Profile
1111 CHAPALA STREET, SANTA BARBARA, CA 93101CRD# 4921439Firm CRD# 113057
01

About

Andrew Lawrence Penso is a registered financial advisor based in SANTA BARBARA, California, affiliated with MISSION WEALTH MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MISSION WEALTH MANAGEMENT, LP
MISSION WEALTH MANAGEMENT, LP
AUM
$7.1B
Regulatory assets under management
Employees
109
Total firm employees
View all advisors at MISSION WEALTH MANAGEMENT, LP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4921439
Firm CRD# 113057
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrew Lawrence Penso offer?
Andrew Lawrence Penso specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.
What are Andrew Lawrence Penso's credentials?
Andrew Lawrence Penso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Lawrence Penso located?
Andrew Lawrence Penso is based in SANTA BARBARA, California, working with MISSION WEALTH MANAGEMENT, LP. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does Andrew Lawrence Penso charge for services?
Andrew Lawrence Penso's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MISSION WEALTH MANAGEMENT, LP?
MISSION WEALTH MANAGEMENT, LP has approximately 109 employees and manages $7.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Valeska Watters — NGEN MGT II, LLCPaula Marie Rezza — PARTNERVEST ADVISORY SERVICES LLCTamara Lynne Stark — MISSION WEALTH MANAGEMENT, LPEuegene David Yossem — WEST COAST FINANCIAL, LLCParry Steve — NGEN MGT II, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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