linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Megan Kendall Van den mar

Painted Porch Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Megan? Claim Your Profile

About Megan Kendall Van den mar

Megan Kendall Van den mar is an Investment Advisor Representative at Painted Porch Advisors LLC, based in Santa Barbara, CA. Megan has been in the industry since 2010. Megan is also a Certified Financial Planner. Megan specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Megan Van den mar is currently registered with Painted Porch Advisors LLC. 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.

check

financial planning services

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

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Megan Van den mar’s Registration & Firm History

CA

01/02/2020 - Present

Painted Porch Advisors LLC (SANTA BARBARA CA)

Not sure if Megan Kendall Van den mar is right for you?

Licenses & Designations

IA

Issued 04/30/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Megan Kendall Van den mar.
Not sure if Megan Kendall Van den mar is right for you?