Partnervest Advisory Services LLC

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Partnervest Advisory Services LLC
CRD #113621
SEC #801-62795
CIK #
AUM $588.9 MM (98% Disc, 99% US)
Employees56 (75% Investors, 25% Brokers)
Phone805-966-1266
Address360 S Hope Avenue
Santa Barbara, CA 93105
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
655239261302003200820142020
Sector Holding Cap ($MM) Value ($MM)
SPY31.6
VEGA13.6
SPY9.7
USMV7.7
AAPL843,560.04.0
EFA3.9
PEP163,770.03.4
IBM122,540.03.3
IWF3.3
IWM3.1
View All
Holdings by Sector ($)
0.20.20.10.10.00.02012201420162019
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