What departments does Partnervest Financial Group, LLC have?

Partnervest Financial Group, LLC has employees across 2 departments including Finance, Operations.

What is the largest department at Partnervest Financial Group, LLC?

The largest department at Partnervest Financial Group, LLC is Finance with 5 employees.

Where are Partnervest Financial Group, LLC employees located globally?

Partnervest Financial Group, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Partnervest Financial Group, LLC's team size changed over time?

Partnervest Financial Group, LLC's team has remained stable from approximately 5 to 5 employees based on available data.

Learn more at LeadIQ.com

Partnervest Financial Group, LLC Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Partnervest Financial Group, LLC operates as a registered investment adviser based in Santa Barbara, California. It supports financial advisers who want to start their own practice or join an existing one by offering portfolio management, back-office support, customized technology, business development, and compliance services. The firm emphasizes adviser empowerment and a culture that values diverse perspectives and aims to foster meaningful client relationships. As an SEC registered investment adviser, Partnervest provides an open platform with freedom of investment choice, access to alternative investments for qualified investors, and risk-based models through the STAR Spectrum Program. This structure is designed to help advisers grow their practice while maintaining a fiduciary standard. In October 2020, ChangePath acquired Partnervest Advisory Services.

Partnervest Financial Group, LLC Global Highlights

North America
55

United States Of America
55

Partnervest Financial Group, LLC's Leadership

G. S.
Coo
Mobile Phone
Email
B. L.
Chief Financial Officer
Mobile Phone
Email
D. Y.
Chief Investment Officer
Mobile Phone
Email
M. S.
President
Mobile Phone
Email
A. C.
Partner
Mobile Phone
Email
J. M.
Partner
Mobile Phone
Email
L. Q.
Partner
Mobile Phone
Email
L. S.
Partner
Mobile Phone
Email

Partnervest Financial Group, LLC Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Partnervest Financial Group, LLC

Name

Title

Contact Info

Location

Last Update

S. H.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
T. B.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Partnervest Financial Group, LLC known for?

Partnervest Financial Group, LLC was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 360 South Hope Avenue C-210 Santa Barbara, California 93105 United States; you can contact the main corporate office by phone at

+1-408-247-****

. Explore Partnervest Financial Group, LLC's company overview page for more information.

What is Partnervest Financial Group, LLC's most common email format?

Partnervest Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Partnervest Financial Group, LLC email formats with LeadIQ.

How many employees does Partnervest Financial Group, LLC have currently?

Partnervest Financial Group, LLC has approximately 23 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Partnervest Financial Group, LLC's key employees and leadership?

As of December 2025, Partnervest Financial Group, LLC's key employees include:

Coo: G. S.
Chief Financial Officer: B. L.
Chief Investment Officer: D. Y.
President: M. S.
Partner: A. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Partnervest Financial Group, LLC Employee Directory

Find Partnervest Financial Group, LLC employees' phone numbers or email addresses

Name search is limited — try advanced search instead