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CONNOR CAPITAL SB, LLC
CONNOR CAPITAL SB, LLC
SANTA BARBARA, California
·
3 registered advisors
·
CRD# 283073
SEC# 801-129234
0
805.324.4073
01
Firm Overview
AUM
$178M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: BOARD MEMBER COMPENSATION RELATED TO THE INVESTMENT
03
Specialties
Retirement Planning
04
Advisors at CONNOR CAPITAL SB, LLC
3 registered advisors
Godfrey Mutoro Bakuli
SANTA BARBARA, California
CRD# 4986917
John Barclay Rodgers
SANTA BARBARA, California
CRD# 1973969
John Tracy Connor
SANTA BARBARA, California
CRD# 2775594
05
Office Locations
SANTA BARBARA, California
3 advisors
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Data sourced from SEC Form ADV filings. CONNOR CAPITAL SB, LLC (CRD# 283073) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.