William SteinbergerCRD Number: 5541333
Current Firm: Raub Brock Capital Management, LP
William Steinberger (CRD# 5541333) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 2 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Raub Brock Capital Management, LP||Larkspur, CA||Aug 2014 - Current||3|
|Truaxis, A Mastercard Company||San Carlos, CA||Feb 2011 - Jul 2014||3|
|Ijockey||Palo Alto, CA||Apr 2010 - Nov 2011||1|
|Uptake Networks||Palo Alto, CA||Oct 2010 - Feb 2011||< 1|
|San Jose State University||San Jose, CA||Aug 2008 - May 2010||1|
|Mckinley Financial Group||Redwood City, CA||Apr 2008 - Sep 2008||< 1|
|Canada College||Redwood City, CA||Aug 2007 - Aug 2008||1|
|De Anza College||Cupertino, CA||Aug 2006 - Aug 2007||1|
|Mission College||Santa Clara, CA||Aug 2006 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management822MILLIONS
Total Number of Accounts2,887ACCOUNTS
Average Account Value$284,775
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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