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Kimberly Ann Allred

EL CAPITAN ADVISORS, LLC·SANTA BARBARA, California
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1900 STATE STREET, SANTA BARBARA, CA 93101CRD# 3106938Firm CRD# 290340
01

About

Kimberly Ann Allred is a registered financial advisor based in SANTA BARBARA, California, affiliated with EL CAPITAN ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EL CAPITAN ADVISORS, INC.
EL CAPITAN ADVISORS
AUM
$7.4B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at EL CAPITAN ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3106938
Firm CRD# 290340
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Ann Allred offer?
Kimberly Ann Allred specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.
What are Kimberly Ann Allred's credentials?
Kimberly Ann Allred is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Ann Allred located?
Kimberly Ann Allred is based in SANTA BARBARA, California, working with EL CAPITAN ADVISORS, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does Kimberly Ann Allred charge for services?
Kimberly Ann Allred's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EL CAPITAN ADVISORS, LLC?
EL CAPITAN ADVISORS, LLC has approximately 9 employees and manages $7.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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