Montecito Wealth Management LLC
Montecito Wealth Management LLC (CRD# 165943) is a financial advisory firm headquartered in Montecito, CA. They manage $10,000,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts90ACCOUNTS
Average Account Value$111,111
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Alexandro Filippini (CRD# 5043549) is an Investment Advisor Representative working at Montecito Wealth Management LLC in Montecito, CA and has over 11 years of experience in the finance industry.