10 East Yanonali Street
Suite 109
Santa Barbara, California 93101
Tel: 805-456-4426
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.
| 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 |
| 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 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Santa Barbara, California