15 Equity
Santa Barbara, California
15 Equity, a small investment advisory firm headquartered in Santa Barbara, CA, is renowned for its exceptional wealth management services. With over 100 individual clients and an impressive $105,429,000 in assets under management, the firm has established itself as a trusted partner for affluent individuals seeking to grow and protect their wealth.
While 401K and individual accounts account for less than 30% of their assets under management, 15 Equity possesses the expertise and capability to effectively manage employer funds. A significant 73% of the assets they oversee are discretionary, demonstrating their astute decision-mak...
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Assets Under Mgmt
$105.43M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Disclosures
Do any of the events below involve you or any of your supervised persons?
SEC or CFTC found with a false statement or omission
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Articles
Articles
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.