Craig
Schmitt
Painted Porch Advisors LLC
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About this Advisor
Craig Schmitt is a financial advisor based in Santa Barbara, California, working with Painted Porch Advisors LLC. Craig has previously held positions at Painted Porch Advisors, LLC, Richard B. Jacobson & Associates, LLC, Unison Credit Union, and Eminent Domain Services, LLC. Craig has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Craig is part of Painted Porch Advisors LLC, which operates out of Santa Barbara, California. The firm has 15 employees and manages assets totaling $371.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Painted Porch Advisors LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Painted Porch Advisors LLC Brokerage Details
$371,811,867
15
605
$614,565
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Craig Schmitt Work History
Painted Porch Advisors, LLC
Richard B. Jacobson & Associates, LLC
Unison Credit Union
Eminent Domain Services, LLC
Disclosures
Please visit the SEC profile of Craig Schmitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Painted Porch Advisors LLC
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Denver, CO
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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