Painted Porch Advisors LLC

Painted Porch Advisors LLC (CRD# 304375) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $371,811,867 in 605 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
115 S La Cumbre Lane, Suite 201, Santa Barbara, CA 93105
https://www.linkedin.com/company/painted-porch-advisors-llc?trk=public_profile_topcard_current_company
By the Numbers
  • Total Assets Under Management
    372
    MILLION
  • Total Number of Accounts
    605
    ACCOUNTS
  • Average Account Value
    $614,565
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, NE, NY, OR, TX, WA

Financial Advisors at Painted Porch Advisors LLC
Showing 1 - 7 of 7 top financial advisors.
1
Gregg Hackethal, financial advisor Santa Barbara CA
Gregg D. Hackethal
CRD#: 1220394
115 S La Cumbre Lane, Suite 201, Santa Barbara, CA 93105

Gregg Hackethal (CRD# 1220394) is an Investment Advisor Representative working at Painted Porch Advisors LLC in Santa Barbara, CA and has over 40 years of experience in the finance industry.

2
Brian Lloyd, financial advisor Santa Barbara CA
Brian D. Lloyd
CRD#: 2917103
115 S La Cumbre Lane, Suite 201, Santa Barbara, CA 93105

Brian Lloyd (CRD# 2917103) is an Investment Advisor Representative working at Painted Porch Advisors LLC in Santa Barbara, CA and has over 15 years of experience in the finance industry.

3
Megan Van Den Mar, financial advisor Santa Barbara CA
Megan K. Van Den Mar
CRD#: 6302309
115 S La Cumbre Lane, Suite 201, Santa Barbara, CA 93105

Megan Van Den Mar (CRD# 6302309) is an Investment Advisor Representative working at Painted Porch Advisors LLC in Santa Barbara, CA and has over 9 years of experience in the finance industry.

4
Mark Bachman, financial advisor Santa Barbara CA
Mark A. Bachman
CRD#: 5783296
115 S La Cumbre Lane, Suite 201, Santa Barbara, CA 93105

Mark Bachman (CRD# 5783296) is an Investment Advisor Representative working at Painted Porch Advisors LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.

5
Timothy Lindvall, financial advisor Santa Barbara CA
Timothy R. Lindvall
CRD#: 7512286
115 S La Cumbre Lane, Suite 201, Santa Barbara, CA 93105

Timothy Lindvall (CRD# 7512286) is an Investment Advisor Representative working at Painted Porch Advisors LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.

6
Kurt Schliemann, financial advisor Santa Barbara CA
Kurt R. Schliemann
CRD#: 4285545
115 S La Cumbre Lane, Suite 201, Santa Barbara, CA 93105

Kurt Schliemann (CRD# 4285545) is an Investment Advisor Representative working at Painted Porch Advisors LLC in Santa Barbara, CA and has over 23 years of experience in the finance industry.

7
Craig Schmitt, financial advisor Santa Barbara CA
Craig A. Schmitt
CRD#: 7378712
115 S La Cumbre Lane, Suite 201, Santa Barbara, CA 93105

Craig Schmitt (CRD# 7378712) is an Investment Advisor Representative working at Painted Porch Advisors LLC in Santa Barbara, CA and has over 2 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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