Be advised. This firm is no longer registered.

Santa Barbara Advisors, Inc.

Santa Barbara Advisors, Inc. (CRD# 134239) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $29,357,062 in 118 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5266 Hollister Ave. Unit 329, Santa Barbara, CA 93111
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $248,789
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Santa Barbara Advisors, Inc.
No Advisor Found.

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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