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John Alfred Lorenz

ARLINGTON FINANCIAL ADVISORS, LLC·SANTA BARBARA, California
Unclaimed Profile
100 E. DE LA GUERRA ST, SANTA BARBARA, CA 93101CRD# 1940578Firm CRD# 283288
01

About

John Alfred Lorenz is a registered financial advisor based in SANTA BARBARA, California, affiliated with ARLINGTON FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
ARLINGTON FINANCIAL ADVISORS, LLC
ARLINGTON FINANCIAL ADVISORS, LLC
AUM
$945M
Regulatory assets under management
Employees
102
Total firm employees
View all advisors at ARLINGTON FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1940578
Firm CRD# 283288
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Alfred Lorenz offer?
John Alfred Lorenz specializes in Financial Planning, Investment Management. Contact their office in SANTA BARBARA, California for a consultation.
What are John Alfred Lorenz's credentials?
John Alfred Lorenz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Alfred Lorenz located?
John Alfred Lorenz is based in SANTA BARBARA, California, working with ARLINGTON FINANCIAL ADVISORS, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does John Alfred Lorenz charge for services?
John Alfred Lorenz'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 ARLINGTON FINANCIAL ADVISORS, LLC?
ARLINGTON FINANCIAL ADVISORS, LLC has approximately 102 employees and manages $945M 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)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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