Kurt
Schliemann
Painted Porch Advisors LLC
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About this Advisor
Kurt Schliemann is a financial advisor working out of Dallas, Texas with a total of 2 years of relevant experience. Schliemann is an employee of Painted Porch Advisors LLC. Throughout their career, Schliemann has worked at Jp Morgan Securities LLC, Trailrunner International and Painted Porch Advisors, LLC. Schliemann has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in California and Texas. Painted Porch Advisors LLC is a business that has its headquarters in Santa Barbara, CA. It has a total of 12 people on staff. It handles $235 million in assets under management among its 477 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 477 client accounts, 48% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Painted Porch Advisors LLC offers a broad assortment 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. A financial advisor's fees usually are based on which service is provided. However, fees billed by Painted Porch Advisors LLC likely consist of 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
Kurt Schliemann Work History
Kurt has been registered as a financial advisor for 2 years.*
Painted Porch Advisors, LLC
Trailrunner International
Jp Morgan Securities LLC
*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 Kurt Schliemann 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
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