RIA Intel›Advisers›California›SANTA BARBARA ASSET MANAGEMENT, INC.

SANTA BARBARA ASSET MANAGEMENT, INC.

Advisory

SANTA BARBARA, CA

Data as of Jun 23, 2005 · Source: SEC Form ADV

Total AUM
$2.1B
1-Year AUM Growth
+82.2%
3-Year CAGR
+70.8%
Employees
0
Assets Under Management
Total AUM$2.1B
Discretionary AUM$2.0B
Non-Discretionary AUM$98M
Discretionary %95.2%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record15
First FilingJan 31, 2001
Latest FilingJun 23, 2005
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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