PAINTED PORCH ADVISORS LLC

115 S La Cumbre Lane
Suite 201
Santa Barbara, California 93105
Tel: 805-567-4288

About PAINTED PORCH ADVISORS LLC

PAINTED PORCH ADVISORS LLC, formally registered with the SEC as PAINTED PORCH ADVISORS LLC. The firm was established in 12/10/2021. They have over 1 offices throughout the country.

PAINTED PORCH ADVISORS LLC is a Santa Barbara, California based Financial Planning firm with nearly $371,811,867 assets under management, offering retirement planning & investment advisory services to 605 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304375
SEC#	801-122861
Assets Managed by Firm	$371,811,867
No. of Clients	605
No. of Advisors	15

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	605	$371,811,867
Individuals (other than high net worth individuals)	124	$34,605,364
High net worth individuals	95	$326,871,503

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