Menu
Kipley + Lytel - Financial Advisor in Santa Barbara, CA

Paladin Research Report For:

Kipley Lytel

Montecito Capital Management

225 E Carrillo
Suite 203
Santa Barbara, CA 93101
805-965-7955

General Information

CRD#
  • 123266
Name of Broker/Dealer
  • Charles Schwab Institutional
Name of Custodial Firm
  • Charles Schwab Institutional (low fees, safe custody, transparency, dedicated service team)
Years of Experience in Financial Services
  • 20
Advisory Services Provided
  • Investment Advice & Management, Financial Planning

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFA®

Firm Information

Assets Managed by Advisor
  • $250000

Education

BA -
  • Pitzer College, Claremont Colleges
    -
MBA -
  • Claremont Graduate School - Drucker School of Management
    -

BASIC INFORMATION NEEDED FOR THE INQUIRY