Painted Porch Advisors

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Painted Porch Advisors — overview

Assets Under Management

Type

Wealth Manager

Location

Santa Barbara, CA, US

Alternative Asset Classes

RE

About

Founded in 2019, Painted Porch Advisors is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. Its services include investment management, financial planning, retirement planning, estate planning strategies, income tax planning, stock option analysis and planning, insurance planning, cash flow planning, education planning, charitable gifting, debt management, and portfolio management. The wealth manager advises individuals and high-net-worth individuals, trusts and estates, individual participants of retirement plans, pension and profit-sharing plans, charitable organizations, and businesses.

Painted Porch Advisors - known decision makers (10)

Contact NamePositionLocationEmailTelephoneAsset Class
AdvisorSanta Barbara, USGEN
AdvisorSanta Barbara, USGEN
AdvisorSanta Barbara, USGEN
Advisor, Associate Financial AdvisorSanta Barbara, USGEN
Associate AdvisorSanta Barbara, USRE

Showing 5 of 10 known decision makers Painted Porch Advisors

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