Investment Advisor: Montecito Capital Management
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Company: Montecito Capital Management
Contact: Kipley J. Lytel, CFA
225 E. Carrillo, #203
Santa Barbara, CA 93101
Santa Barbara, California, 93101
Phone: (800) 943-2295
Fax:
(805) 966-2281
Website: http://www.mcapitalmgt.com
Five Star Paladin Advisor & Forbes Ranked Top 10 Wealth Managers in California.
Our financial advisory firm specializes in portfolio management, modern portfolio strategies, alternative asset classes, financial plans and retirement planning. Montecito Ca
Serves Counties: (CA)
License #: 123266
Licensed to sell Insurance Products:No
Licensed to sell securities:No
Financial Advisor Experience: 11-15 Years
Designations: Team: CFA, CFP & MBA
Products:
Reits
Bonds
Stocks
Commodities
Mutual Funds
Exchange Traded Funds (etfs)
Minimal Assest: $250,000
License Type:
Insurance Type:
Disclosure: Registered Investment Advisor
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