Michael
Yang

Arlington Financial Advisors, LLC

CRD#7780404
Investment Advisor
in Santa Barbara, CA

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About this Advisor

Michael Yang is a financial advisor based in Santa Barbara, California, working with Arlington Financial Advisors, LLC. Michael has previously held positions at Arlington Financial Advisors, Consolidated Electrical District, UC Santa Barbara, Various Education, and Connected Concierge. Michael has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Michael is part of Arlington Financial Advisors, LLC, which operates out of Santa Barbara, California. The firm has 102 employees and manages assets totaling $944.5 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, pension consulting services, and selection of other advisers. The fee structure at Arlington Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 E. De La Guerra St
Santa Barbara, CA 93101

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Arlington Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$944,500,000

CA Average: $7,578,581,321
Total Number of Employees

102

CA Average: 43
Total Number of Accounts

1,810

CA Average: 3,727
Average Account Size

$521,823

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Michael Yang Work History

2021 - Present (4 years)

Arlington Financial Advisors

2020 - 2021 (1 year)

Consolidated Electrical District

2017 - 2020 (3 years)

Uc Santa Barbara

2016 - 2020 (4 years)

Uc Santa Barbara

2016 - 2016 (< 1 year)

Connected Concierge

2013 - 2016 (3 years)

Various Education

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael Yang 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 Arlington Financial Advisors, LLC

Allison Meier
Santa Barbara, CA
Michael Yang
Santa Barbara, CA
John Lorenz
Santa Barbara, CA
Dianne Duva
Santa Barbara, CA
Richard Hughes
Santa Barbara, CA
Cody Makela
Santa Barbara, CA
Joseph Weiland
Santa Barbara, CA
Arthur Swalley
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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