215 Advisors, LLC

215 Advisors, LLC (CRD# 282981) is a financial advisory firm headquartered in Escondido, CA. They manage $42,824,980 in 246 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $174,085
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at 215 Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joel A. Beyer
CRD#: 2515319
145 South Fig Street, Suite B, Escondido, CA 92025
93
Wealthminder
score

Joel Beyer (CRD# 2515319) is an Investment Advisor Representative working at 215 Advisors, LLC in Escondido, CA and has over 23 years of experience in the finance industry.

2
Joshua J. Steinberg
CRD#: 6863295
145 South Fig Street, Suite B, Escondido, CA 92025
87
Wealthminder
score

Joshua Steinberg (CRD# 6863295) is an Investment Advisor Representative working at 215 Advisors, LLC in Escondido, CA and has 1 year of experience in the finance industry.

3
Edward A. McKelvey
CRD#: 5483978
145 South Fig Street, Suite B, Escondido, CA 92025
81
Wealthminder
score

Edward McKelvey (CRD# 5483978) is an Investment Advisor Representative working at 215 Advisors, LLC in Escondido, CA and has over 9 years of experience in the finance industry.

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