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SANTA BARBARA ASSET MANAGEMENT, LLC
SANTA BARBARA ASSET MANAGEMENT, LLC
LOS ANGELES, California
·
2 registered advisors
·
CRD# 138123
SEC# 801-65003
1
310-552-5100
01
Firm Overview
AUM
$7.5B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SANTA BARBARA ASSET MANAGEMENT, LLC
2 registered advisors
Carol Lynn Olson
SANTA BARBARA, California
CRD# 1352968
Nancy M Crouse
SANTA BARBARA, California
CRD# 2408721
05
Office Locations
SANTA BARBARA, California
2 advisors
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Data sourced from SEC Form ADV filings. SANTA BARBARA ASSET MANAGEMENT, LLC (CRD# 138123) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.