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Timothy Robert Lindvall

Painted Porch Advisors LLC

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About Timothy Robert Lindvall

Timothy Robert Lindvall is a registered Investment Advisor Representative in California and Texas. Timothy is a Chartered Financial Analyst and has been in the industry since 2012. Timothy currently works for Painted Porch Advisors LLC. Timothy has experience providing financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Timothy has been with Painted Porch Advisors LLC since March 2021.

Firm Information

Timothy Lindvall 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.

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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.

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Timothy Lindvall’s Registration & Firm History

CA

03/01/2022 - Present

Painted Porch Advisors LLC (SANTA BARBARA CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Robert Lindvall.
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