Joshua Rothe (CRD# 2381366) is an Investment Advisor Representative working at Skba Capital Management, LLC in San Francisco, CA and has over 19 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Skba Capital Management, LLC | San Francisco, CA | Jan 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2004 |
- CA
-
Total Assets Under Management646MILLIONS
-
Total Number of Accounts29ACCOUNTS
-
Average Account Value$22,276,448
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA
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