Santa Barbara Asset Management, LLC

Santa Barbara Asset Management, LLC (CRD# 138123) is a financial advisory firm headquartered in Los Angeles, CA. They manage $4,721,119,110 in 4,532 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,721
    MILLION
  • Total Number of Accounts
    4,532
    ACCOUNTS
  • Average Account Value
    $1,041,730
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Santa Barbara Asset Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
James R. Boothe
CRD#: 1910816
2049 Century Park East, 17th Floor, Los Angeles, CA 90067
96
Wealthminder
score

James Boothe (CRD# 1910816) is an Investment Advisor Representative working at Santa Barbara Asset Management, LLC in Los Angeles, CA and has over 26 years of experience in the finance industry.

2
Hai H. Vu
CRD#: 4340547
2049 Century Park East, 17th Floor, Los Angeles, CA 90067
96
Wealthminder
score

Hai Vu (CRD# 4340547) is an Investment Advisor Representative working at Santa Barbara Asset Management, LLC in Los Angeles, CA and has over 16 years of experience in the finance industry.

3
Aaron J. Brunette
CRD#: 5538168
2049 Century Park East, 17th Floor, Los Angeles, CA 90067
93
Wealthminder
score

Aaron Brunette (CRD# 5538168) is an Investment Advisor Representative working at Santa Barbara Asset Management, LLC in Los Angeles, CA and has over 9 years of experience in the finance industry.

4
Raymond E. Camacho
CRD#: 2171386
2049 Century Park East, 17th Floor, Los Angeles, CA 90067
93
Wealthminder
score

Raymond Camacho (CRD# 2171386) is an Investment Advisor Representative working at Santa Barbara Asset Management, LLC in Los Angeles, CA and has over 8 years of experience in the finance industry.

5
Arthur R. Driscoll
CRD#: 5361773
333 West Wacker Drive, Chicago, IL 60606
93
Wealthminder
score

Arthur Driscoll (CRD# 5361773) is an Investment Advisor Representative working at Santa Barbara Asset Management, LLC in Chicago, IL and has over 10 years of experience in the finance industry.

6
John A. Gomez
CRD#: 2275694
333 West Wacker Drive, Chicago, IL 60606
93
Wealthminder
score

John Gomez (CRD# 2275694) is an Investment Advisor Representative working at Santa Barbara Asset Management, LLC in Chicago, IL and has over 21 years of experience in the finance industry.

7
Edward N. Lamson
CRD#: 5653869
2049 Century Park East, 17th Floor, Los Angeles, CA 90067
93
Wealthminder
score

Edward Lamson (CRD# 5653869) is an Investment Advisor Representative working at Santa Barbara Asset Management, LLC in Los Angeles, CA and has over 7 years of experience in the finance industry.

8
Michele L. Ormont
CRD#: 5304800
333 West Wacker Drive, Chicago, IL 60606
93
Wealthminder
score

Michele Ormont (CRD# 5304800) is an Investment Advisor Representative working at Santa Barbara Asset Management, LLC in Chicago, IL and has over 9 years of experience in the finance industry.

9
Christopher L. Perry
CRD#: 5083802
Chicago, IL
93
Wealthminder
score

Christopher Perry (CRD# 5083802) is an Investment Advisor Representative working at Santa Barbara Asset Management, LLC in Chicago, IL and has over 12 years of experience in the finance industry.

10
Emily M. Fox
CRD#: 6421100
333 W. Wacker Drive, Chicago, IL 60606
88
Wealthminder
score

Emily Fox (CRD# 6421100) is an Investment Advisor Representative working at Santa Barbara Asset Management, LLC in Chicago, IL and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.