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Michael Gage Mayfield

SANTA BARBARA ASSET MANAGEMENT, LLC·SANTA BARBARA, California
Unclaimed Profile
820 STATE STREET, SANTA BARBARA, CA 93101CRD# 1423717Firm CRD# 138123
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About

Michael Gage Mayfield is a registered financial advisor based in SANTA BARBARA, 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
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# 1423717
Firm CRD# 138123
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Gage Mayfield offer?
Michael Gage Mayfield specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.
What are Michael Gage Mayfield's credentials?
Michael Gage Mayfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Gage Mayfield located?
Michael Gage Mayfield is based in SANTA BARBARA, California, working with SANTA BARBARA ASSET MANAGEMENT, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does Michael Gage Mayfield charge for services?
Michael Gage Mayfield'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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