Montecito Capital Management I Kip Lytel, CFA
A Registered Investment Advisory Firm headquartered in Santa Barbara, California. www.mcapitalmgt.com
3 employees · est. 2004 · Santa Barbara, United States
Protected Investors of America
Learn more about our advisors at www.protectedinvestors.com
25 employees · est. 1934 · Santa Rosa, United States
Protected Investors of America is the older company (2004 vs 1934); Protected Investors of America is the larger of the two.
Side-by-Side Comparison
| Metric | Montecito Capital Management I Kip Lytel, CFA | Protected Investors of America |
|---|---|---|
| Founded | ||
| Founded | 2004 | 1934 older |
| Headquarters | ||
| Headquarters | Santa Barbara, United States | Santa Rosa, United States |
| Employees | ||
| Employees | 3 | 25 larger |
| Industry | ||
| Industry | Finance, Financial Services, Wealth Management | Financial Services |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Investment Advisory, Financial Planning, Portfolio Management, Retirement Solutions, Multi-asset Portfolios, Registered Investment Advisory, Wealth Planning, Financial Advisory Services, Boutique Firm, Forbes Top Wealth Managers, Financial Advisor Services, Santa Barbara Wealth Management, Los Angeles Financial Services | Financial Planning, Investment Management, Bespoke Solutions, Portfolio Consultation, Certified Financial Planner, CFA, SEC Registration, FINRA Licensed, Socially Responsible Investing |
| Website | ||
| Website | mcapitalmgt.com | protectedinvestors.com |
About Montecito Capital Management I Kip Lytel, CFA
Montecito Capital Management, founded in 2004 by Kip Lytel, is a boutique wealth management firm based in Santa Barbara and Los Angeles, California. The firm's primary focus is on building diverse, multi-asset liquid portfolios to achieve long-term positive target returns while mitigating loss-relat...
About Protected Investors of America
Protected Investors of America is a financial services startup founded in 1934 and based in the United States. The company's slogan encourages interested parties to learn more about its advisors on their website. Protected Investors of America's dedicated advisors prioritize their clients' best inte...
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