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James John Castanino

PAINTED PORCH ADVISORS LLC·SANTA BARBARA, California
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115 S LA CUMBRE LANE, SANTA BARBARA, CA 93105CRD# 7712555Firm CRD# 304375
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About

James John Castanino is a registered financial advisor based in SANTA BARBARA, California, affiliated with PAINTED PORCH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
PAINTED PORCH ADVISORS LLC
PAINTED PORCH ADVISORS LLC
AUM
$372M
Regulatory assets under management
Employees
15
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7712555
Firm CRD# 304375
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James John Castanino offer?
James John Castanino specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.
What are James John Castanino's credentials?
James John Castanino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James John Castanino located?
James John Castanino is based in SANTA BARBARA, California, working with PAINTED PORCH ADVISORS LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does James John Castanino charge for services?
James John Castanino's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PAINTED PORCH ADVISORS LLC?
PAINTED PORCH ADVISORS LLC has approximately 15 employees and manages $372M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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