CHANNEL WEALTH, LLC
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
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)
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