Adviser Profile
| As of Date | 06/01/2024 |
| Registration status | Registration Changed to OUTWING, LLC |
| ADV Location | SANTA BARBARA, CA, United States |
| Contact Info | (80 xxxxxxx |
| Websites |
| AUM* | 163,334,000 |
| of that, discretionary | 3,120,000 |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,121,221 |
| % High Net Worth | 88.24% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds