Certis Capital Management, Inc.
Certis Capital Management, Inc. (CRD# 144290) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $283,450,341 in 27 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management283MILLION
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Total Number of Accounts27ACCOUNTS
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Average Account Value$10,498,161
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
David Backens (CRD# 5873523) is an Investment Advisor Representative working at Certis Capital Management, Inc. in Santa Barbara, CA and has over 14 years of experience in the finance industry.
Todd Dawes (CRD# 4547462) is an Investment Advisor Representative working at Certis Capital Management, Inc. in Santa Barbara, CA and has over 23 years of experience in the finance industry.
Kelly Smith (CRD# 3123240) is an Investment Advisor Representative working at Certis Capital Management, Inc. in Santa Barbara, CA and has over 25 years of experience in the finance industry.
Margaret Loncki (CRD# 7796782) is an Investment Advisor Representative working at Certis Capital Management, Inc. in Santa Barbara, CA and has 1 year of experience in the finance industry.