MONTECITO INVESTMENT STRATEGIES

STRANDBERG, DAVE WILLIAM

CRD 172218

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$9.7M

Discretionary AUM

$9.7M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-02-24

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	25	$9.7M

Official SEC filing: View on IAPD