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MISSION WEALTH MANAGEMENT, LP
Tel: 805-882-2360
1111 Chapala Street 3rd Floor
Santa Barbara, California 93101
MISSION WEALTH MANAGEMENT, LP
MISSION WEALTH MANAGEMENT, LP is a Santa Barbara, California based financial advisory firm with nearly $7,072,960,768 in assets under management and provides investment advisory services for 9939 clients. There are currently 109 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (FAMILY WEALTH MANAGEMENT)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
113057
SEC#:
801-61230
No. of Clients:
9939
Assets under Management
$7,072,960,768
No. of Advisors:
109
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