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PAINTED PORCH ADVISORS LLC
PAINTED PORCH ADVISORS LLC
SANTA BARBARA, California
·
3 registered advisors
·
CRD# 304375
SEC# 801-122861
0
805-567-4288
01
Firm Overview
AUM
$372M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at PAINTED PORCH ADVISORS LLC
3 registered advisors
Brian Dennis Lloyd
SANTA BARBARA, California
CRD# 2917103
James John Castanino
SANTA BARBARA, California
CRD# 7712555
Kurt Richard Schliemann
SANTA BARBARA, California
CRD# 4285545
05
Office Locations
SANTA BARBARA, California
3 advisors
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Data sourced from SEC Form ADV filings. PAINTED PORCH ADVISORS LLC (CRD# 304375) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.