Mark
Bachman
Painted Porch Advisors LLC
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About this Advisor
Mark Bachman is a chartered financial analyst based in Santa Barbara, California with 1 year of relevant experience. Bachman is an employee of Painted Porch Advisors LLC. Their career trajectory has included roles at Painted Porch Advisors, LLC, Celanese Corporation and Textron. Bachman is able to serve investors in California and Texas. Painted Porch Advisors LLC is a financial advisory firm that has its headquarters in Santa Barbara, CA. The firm has a total of 12 advisors. It oversees $235 million in assets across its 477 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 477 customer accounts, 48% are held by high-net-worth investors who have at least $1 million in investable assets. Painted Porch Advisors LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules typically are based on which services the firm provides the client. Fees billed by Painted Porch Advisors LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Painted Porch Advisors LLC Brokerage Details
$234,503,128
12
477
$491,621
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
Mark Bachman Work History
Mark has been registered as a financial advisor for 1 years.*
Painted Porch Advisors, LLC
Celanese Corporation
Textron
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Bachman 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
Dallas, TX
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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