Santa Barbara Asset Management, Llc
$439K reported client assets across 1 advisory firms in FY2018 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Centric Wealth Management, Llc | $439K | $695M | 0.1% | 03/14/2019 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.