PARTNERVEST ADVISORY SERVICES LLC

SANTA BARBARA, California·7 registered advisors·CRD# 113621
SEC# 801-627950805-966-1266
01

Firm Overview

AUM
$135K
Regulatory assets under management
Employees
4
Total firm employees
Advisors
7
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

7 registered advisors
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
05

Office Locations

SANTA BARBARA, California
7 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.