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Hackethal, Gregg, Desmond (Santa Barbara)


Hackethal, Gregg, Desmond is an adviser based in Santa Barbara. It manages $55.15 million of regulatory assets for 91 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.




Hackethal, Gregg, Desmond provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hackethal, Gregg, Desmond: assets under management

The assets under management (AUM) of Hackethal, Gregg, Desmond is $55.15 million. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $54.93 million in discretionary accounts and $216.87 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $617.2 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $108.44 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hackethal, Gregg, Desmond for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Barbara

The principal office where Hackethal, Gregg, Desmond performs its advisory services is located at 924 Anacapa Street, Santa Barbara, CA 93101 7103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 805-962-5252 or by fax 805-962-7575. The normal business hours are 8:30am to 5:00pm on Monday - Friday.


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