SANTA BARBARA ASSET MANAGEMENT, LLC

LOS ANGELES, California·6 registered advisors·CRD# 138123
SEC# 801-650031310-552-5100
01

Firm Overview

AUM
$7.5B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
6
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 ManagementRetirement PlanningWealth Management
04

Advisors at SANTA BARBARA ASSET MANAGEMENT, LLC

6 registered advisors
Carol Lynn Olson
SANTA BARBARA, California
David Allen Chalupnik
LOS ANGELES, California
David Sung Min Park
LOS ANGELES, California
Michael Gage Mayfield
SANTA BARBARA, California
Nancy M Crouse
SANTA BARBARA, California
Steven Daniel Spencer
SANTA BARBARA, California
05

Office Locations

SANTA BARBARA, California
4 advisors
LOS ANGELES, 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.