Filippini Investment Advisory

Filippini Investment Advisory (CRD# 165943) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $21,285,807 in 143 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
319 East Carillo Street, Suite 201, Santa Barbara, CA 93101
http://filippiniadvisory.com
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $148,852
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Filippini Investment Advisory
Showing 1 - 2 of 2 top financial advisors.
1
Alexandro Filippini, financial advisor Santa Barbara CA
Alexandro L. Filippini
CRD#: 5043549
319 East Carillo Street, Suite 201, Santa Barbara, CA 93101

Alexandro Filippini (CRD# 5043549) is an Investment Advisor Representative working at Filippini Investment Advisory in Santa Barbara, CA and has over 17 years of experience in the finance industry.

2
Iaian Filippini, financial advisor Santa Barbara CA
Iaian L. Filippini
CRD#: 4708877
319 East Carillo Street, Suite 201, Santa Barbara, CA 93101

Iaian Filippini (CRD# 4708877) is an Investment Advisor Representative working at Filippini Investment Advisory in Santa Barbara, CA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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