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15 EQUITY
10 East Yanonali Street
Suite 109
Santa Barbara, California 93101
Tel: 805-456-4426
About 15 EQUITY
15 EQUITY, formally registered with the SEC as 15 EQUITY. The firm was established in 10/29/2020. They have over 1 offices throughout the country.
15 EQUITY is a Santa Barbara, California based Financial Planning firm with nearly $116,380,336 assets under management, offering retirement planning & investment advisory services to 146 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310628 |
| SEC# | 801-119711 |
| Assets Managed by Firm | $116,380,336 |
| No. of Clients | 146 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 146 | $116,380,336 |
| Individuals (other than high net worth individuals) | 90 | $11,052,519 |
| High net worth individuals | 50 | $91,289,120 |
| Pension and profit sharing plans | Fewer than 5 clients | $955,301 |
| Charitable organizations | Fewer than 5 clients | $6,872,609 |
| Corporations or other businesses | Fewer than 5 clients | $6,210,787 |
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|---|---|---|---|
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