Santa Barbara Asset Management, LLC

Santa Barbara Asset Management, LLC (CRD# 138123) is a financial advisory firm headquartered in Los Angeles, CA. They manage $4,735,968,437 in 5,014 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,736
    MILLION
  • Total Number of Accounts
    5,014
    ACCOUNTS
  • Average Account Value
    $944,549
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Santa Barbara Asset Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Aaron J. Brunette
CRD#: 5538168
2029 Century Park East, 16th Floor, Los Angeles, CA 90067

Aaron Brunette (CRD# 5538168) is an Investment Advisor Representative working at Santa Barbara Asset Management, LLC in Los Angeles, CA and has over 11 years of experience in the finance industry.

2
Raymond E. Camacho
CRD#: 2171386
2029 Century Park East, 16th Floor, Los Angeles, CA 90067

Raymond Camacho (CRD# 2171386) is an Investment Advisor Representative working at Santa Barbara Asset Management, LLC in Los Angeles, CA and has over 11 years of experience in the finance industry.

3
Eric S. Erway
CRD#: 4920180
333 W. Wacker Drive, Chicago, IL 60606

Eric Erway (CRD# 4920180) is an Investment Advisor Representative working at Santa Barbara Asset Management, LLC in Chicago, IL and has over 14 years of experience in the finance industry.

4
Edward N. Lamson
CRD#: 5653869
2029 Century Park East, 16th Floor, Los Angeles, CA 90067

Edward Lamson (CRD# 5653869) is an Investment Advisor Representative working at Santa Barbara Asset Management, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.

5
Michele L. Ormont
CRD#: 5304800
333 West Wacker Drive, Chicago, IL 60606

Michele Ormont (CRD# 5304800) is an Investment Advisor Representative working at Santa Barbara Asset Management, LLC in Chicago, IL and has over 12 years of experience in the finance industry.

6
Christopher L. Perry
CRD#: 5083802
Chicago, IL

Christopher Perry (CRD# 5083802) is an Investment Advisor Representative working at Santa Barbara Asset Management, LLC in Chicago, IL and has over 14 years of experience in the finance industry.

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