Partnervest Advisory Services LLC

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Partnervest Advisory Services LLC
CRD #113621
SEC #801-62795
CIK #
AUM $588.9 MM (98% Disc, 99% US)
Employees57 (74% Investors, 25% Brokers)
Phone805-966-1266
Address360 S Hope Avenue
Santa Barbara, CA 93105
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
655239261302003200820142020
Sector Holding Cap ($MM) Value ($MM)
SPY38.6
VEGA10.8
USMV8.8
SPY8.3
IWF4.4
PEP163,770.03.3
AAPL843,560.03.2
EFA2.8
MINT2.7
IWM2.6
View All
Holdings by Sector ($)
0.30.20.20.10.10.02014201620182020
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Leste Financial Services Gestao De Recursos LTDA
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LBI Wealth Management LLC
NJ 0.6
Isthmus Partners LLC
WI 0.6
Lanham Odell & Co Inc
WV 0.6
Kings Path Partners LLC
TX 0.6
Astor Investment Management LLC
IL 0.6
Strategic Point Investment Advisors LLC
RI 0.6
Greytown Advisors Inc
FL 0.6
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