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OUTWING, LLC
OUTWING, LLC
OUTWING PRIVATE WEALTH MANAGEMENT
SANTA BARBARA, California
·
1 registered advisor
·
CRD# 322444
SEC# 801-130386
0
(805) 880-9464
01
Firm Overview
AUM
$163M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at OUTWING, LLC
1 registered advisor
Adam J Coons
SANTA BARBARA, California
CRD# 5265521
05
Office Locations
SANTA BARBARA, California
1 advisor
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Data sourced from SEC Form ADV filings. OUTWING, LLC (CRD# 322444) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.