Cep Investment Advisory Group, Inc.

Cep Investment Advisory Group, Inc. (CRD# 149026) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $1,337,176 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $41,787
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

CA

Financial Advisors at Cep Investment Advisory Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Andrew J. Anable
CRD#: 5625071
116 1/2 East Sola Street, Santa Barbara, CA 93101
73
Wealthminder
score

Andrew Anable (CRD# 5625071) is an Investment Advisor Representative working at Cep Investment Advisory Group, Inc. in Santa Barbara, CA and has over 8 years of experience in the finance industry.

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