PARTNERVEST ADVISORY SERVICES LLC

SANTA BARBARA, California·9 registered advisors·CRD# 113621
SEC# 801-627950805-966-1266
01

Firm Overview

AUM
$135K
Regulatory assets under management
Employees
4
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Other: NONE. SEE SCHEDULE D MISCELLANEOUS
03

Specialties

Investment Management
04

Advisors at PARTNERVEST ADVISORY SERVICES LLC

9 registered advisors
Angelo Nicholas Georggin
SANTA BARBARA, California
Angie Chen Owens
SANTA BARBARA, California
Christine Catherine Mahota
SANTA BARBARA, California
John Michael Harline
SANTA BARBARA, California
Mahtab R Khan
SANTA BARBARA, California
Marcy Sheer Burton
SANTA BARBARA, California
Paula Marie Rezza
SANTA BARBARA, California
Rebecca Merlynn Valdez
SANTA BARBARA, California
Timothy James Mahota
SANTA BARBARA, California
05

Office Locations

SANTA BARBARA, California
9 advisors

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Data sourced from SEC Form ADV filings. PARTNERVEST ADVISORY SERVICES LLC (CRD# 113621) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.