15 Equity

15 Equity (CRD# 310628) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $116,380,336 in 146 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
10 East Yanonali Street, Suite 109, Santa Barbara, CA 93101
http://www.15equity.com
By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $797,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at 15 Equity
Showing 1 - 5 of 5 top financial advisors.
1
Lance Helfert, financial advisor Santa Barbara CA
Lance W. Helfert
CRD#: 2692919
10 East Yanonali Street, Suite 109, Santa Barbara, CA 93101

Lance Helfert (CRD# 2692919) is an Investment Advisor Representative working at 15 Equity in Santa Barbara, CA and has over 8 years of experience in the finance industry.

2
Ryan Lowe, financial advisor Santa Barbara CA
Ryan A. Lowe
CRD#: 4766979
10 East Yanonali Street, Suite 109, Santa Barbara, CA 93101

Ryan Lowe (CRD# 4766979) is an Investment Advisor Representative working at 15 Equity in Santa Barbara, CA and has over 21 years of experience in the finance industry.

3
Christopher Mendoza, financial advisor Santa Barbara CA
Christopher J. Mendoza
CRD#: 5213966
10 East Yanonali Street, Suite 109, Santa Barbara, CA 93101

Christopher Mendoza (CRD# 5213966) is an Investment Advisor Representative working at 15 Equity in Santa Barbara, CA and has over 17 years of experience in the finance industry.

4
Carey Pott, financial advisor Santa Barbara CA
Carey C. Pott
CRD#: 5582424
10 East Yanonali Street, Suite 109, Santa Barbara, CA 93101

Carey Pott (CRD# 5582424) is an Investment Advisor Representative working at 15 Equity in Santa Barbara, CA and has over 15 years of experience in the finance industry.

5
Kevin Walda, financial advisor Santa Barbara CA
Kevin N. Walda
CRD#: 5836586
10 East Yanonali Street, Suite 109, Santa Barbara, CA 93101

Kevin Walda (CRD# 5836586) is an Investment Advisor Representative working at 15 Equity in Santa Barbara, CA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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