Painter, Smith And Amberg Inc.

Painter, Smith & Amberg, Inc. is an independent financial advisor firm established in California in 1996, federally registered with the SEC since March 2018. The firm offers investment advisory services to individuals, high-net-worth individuals, trusts, endowments, small businesses, family offices, and institutional clients through separately managed accounts. They emphasize integrity, client-first approach, and long-term relationships. The firm provides non-discretionary investment advisory services based on individual client needs, objectives, risk tolerance, and financial circumstances. Painter, Smith & Amberg has a partnership with Wells Fargo Advisors for investment advisory services. Clients are recommended to participate in a wrap fee program sponsored by Wells Fargo Advisors, offering a comprehensive charge for investment advice, research, and brokerage services. The firm does not charge performance-based fees and acts in the best interests of clients as a fiduciary. Client assets are held with a qualified custodian, and the firm does not have any disciplinary events to report. The firm's assets under management are $114,777,761 for non-discretionary accounts and $885,922 for discretionary accounts as of December 31, 2022. Clients are encouraged to review their account statements for accuracy and discrepancies. Painter, Smith & Amberg prioritizes client privacy and security, employing safeguards to protect customer information and prevent fraud. They do not sell customer information and have implemented industry-leading practices for privacy protection.