Cep Investment Advisory Group, Inc.
Cep Investment Advisory Group, Inc. (CRD# 149026) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $5,142,995 in 69 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts69ACCOUNTS
Average Account Value$74,536
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops