Santa Barbara Wealth Management

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

3760 State St Ste 201, Santa Barbara, Ca...

Phone Number

(805) 563-7699

Revenue

$5.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Santa Barbara Wealth Management

Channel Wealth is a boutique financial services firm in Southern California, offering personalized wealth management and financial planning as fiduciaries to help clients secure their financial future. Their team of experts focuses on understanding clients' unique financial goals and guiding them towards success through unbiased advice. Services include retirement income planning, tax strategies, institutional investment management, and more, all delivered with a commitment to empowering clients with personalized financial solutions.Explore more
Popular SearchesSanta Barbara Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

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Activity Insights

Santa Barbara Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

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Santa Barbara Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Santa Barbara Wealth Management.

Santa Barbara Wealth Management Tech Stack

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Frequently Asked Questions Regarding Santa Barbara Wealth Management

What is Santa Barbara Wealth Management's official website?
Santa Barbara Wealth Management's official website is www.santabarbarawealthmanagement.com
What is Santa Barbara Wealth Management's Revenue?
Santa Barbara Wealth Management's revenue is $5.2 Million
What is Santa Barbara Wealth Management's SIC code?
Santa Barbara Wealth Management's SIC: 62,628
What is Santa Barbara Wealth Management's NAICS code?
Santa Barbara Wealth Management's NAICS: 52,523
How many employees does Santa Barbara Wealth Management have?
Santa Barbara Wealth Management has 11-50 employees
What industry does Santa Barbara Wealth Management belong to?
Santa Barbara Wealth Management is in the industry of: Finance, Securities Trading
What technology does Santa Barbara Wealth Management use?
Some of the popular technologies that Santa Barbara Wealth Management uses are: Cloudflare Security, Cloudflare DNS, GoDaddy Email Hosting
How do I contact Santa Barbara Wealth Management?
Santa Barbara Wealth Management contact info: Phone number: (805) 563-7699 Website: www.santabarbarawealthmanagement.com
What does Santa Barbara Wealth Management do?

Channel Wealth is a boutique financial services firm in Southern California, offering personalized wealth management and financial planning as fiduciaries to help clients secure their financial future. Their team of experts focuses on understanding clients' unique financial goals and guiding them towards success through unbiased advice. Services in... clude retirement income planning, tax strategies, institutional investment management, and more, all delivered with a commitment to empowering clients with personalized financial solutions.Read More

Is Santa Barbara Wealth Management a public company?
Santa Barbara Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Santa Barbara Wealth Management

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