Timothy
Lindvall

Painted Porch Advisors LLC

CRD#7512286
Investment Advisor
in Santa Barbara, CA

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About this Advisor

Timothy Lindvall is a chartered financial analyst operating in Santa Barbara, California with a total of 1 year of relevant experience. Lindvall currently works for Painted Porch Advisors LLC. Their career trajectory has included roles at Painted Porch Advisors, LLC and Gideon Asset Management (Millenium Platform Company). Lindvall can advise clients in California and Texas. Painted Porch Advisors LLC is a registered investment company headquartered in Santa Barbara, CA. The firm has a total of 12 people on staff. It has $235 million in assets under management among its 477 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 477 client accounts, 48% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm has 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. Fees charged by financial advisors typically are based on the type of financial services offered. Fees billed by Painted Porch Advisors LLC likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

115 S La Cumbre Lane Suite 201
Santa Barbara, CA 93105

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Painted Porch Advisors LLC Brokerage Details

Total Assets Under Management

$234,503,128

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

12

CA Average: 43
Total Number of Accounts

477

CA Average: 3,727
Average Account Size

$491,621

CA Average: $2,033,427

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

Timothy Lindvall Work History

Timothy has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Painted Porch Advisors, LLC

2012 - 2020 (8 years)

Gideon Asset Management (Millenium Platform Company)

*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 Timothy Lindvall 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

Craig Schmitt
Santa Barbara, CA
Kurt Schliemann
Dallas, TX
Timothy Lindvall
Santa Barbara, CA
Mark Bachman
Santa Barbara, CA
Megan Van Den Mar
Santa Barbara, CA
Gregg Hackethal
Santa Barbara, CA
Brian Lloyd
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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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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