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Painted Porch Advisors LLC

Headquartered in SANTA BARBARA, CA

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Firm Information

Painted Porch Advisors LLC is a Santa Barbara, CA-based Registered Investment Adviser with approximately $371,811,867 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Painted Porch Advisors primarily serves high-net-worth individuals and individuals other than high-net-worth, with approximately 95 and 124 clients in these categories, respectively.

Painted Porch Advisors LLC

115 S LA CUMBRE LANE

SANTA BARBARA, CA 93105

$371.81M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (6)

PAINTED PORCH ADVISORS LLC has a total of 6 branch locations across the country.
location

SANTA BARBARA, CA

location

DALLAS, TX

location

DENVER, CO

location

CONROE, TX

location

AUSTIN, TX

location

BEND, OR

Advisors at Painted Porch Advisors LLC

View All 7 Advisors
Unclaimed
Megan Kendall Van den mar

CFP®, RA

SANTA BARBARA, CA

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Unclaimed
Eric David Toubin

CFA®, RA

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Unclaimed
Brian Dennis Lloyd

RA

SANTA BARBARA, CA

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Unclaimed
Mark Allen Bachman

CFA®, RA

SANTA BARBARA, CA

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Unclaimed
Craig Alan Schmitt

RA

SANTA BARBARA, CA

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Unclaimed
Nicholas Scott Thanaet

RA

Westlake Village, CA

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Unclaimed
Justin Michael Vlaanderen

CFP®, RA

DENVER, CO

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Unclaimed
Timothy Robert Lindvall

CFA®, RA

SANTA BARBARA, CA

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Disclosures

There are no public disclosures for Painted Porch Advisors LLC.

Frequently Asked Questions (7)

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