1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CERTIS CAPITAL MANAGEMENT, INC.

Map pinSANTA BARBARA, CA
Phone(805) 965-0509
NotebookSEC #801-135578
Total AUM
$255.9M
Employees
7
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 GARDEN STREET
SUITE 300
SANTA BARBARA
CA 93101
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(805) 965-0509

ReceiptFinancials

Total AUM
$255.9M
Accounts
31
Discretionary
$24.2M
Accounts
16
Non-Discretionary
$231.7M
Accounts
15

ContactClients

View more in analytics →

HNW Individual Clients
31
AUM
$255.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account