CHANNEL WEALTH, LLC - Financial Advisor in California, Santa Barbara

Tel: 805-898-0893 3700 State Street Suite 240 Santa Barbara, California 93105

About CHANNEL WEALTH, LLC

CHANNEL WEALTH, LLC is a Santa Barbara, California based financial advisory firm with nearly $530,542,800 in assets under management and provides investment advisory services for 1545 clients. There are currently 15 financial advisors at the firm.

General Information

Firm CRD#:

323461

Firm SEC#:

801-126767

Assets Under Management:

$530,542,800

No. of Clients:

1545

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (FINANCIAL PLANNING AND CONSULTING)

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