Leppla Capital Management LLC

Leppla Capital Management LLC (CRD# 156328) is a financial advisory firm headquartered in San Francisco, CA. They manage $26,050,000 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
500 El Camino Del Mar, San Francisco, CA 94121
http://lepplacap.com
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $1,240,476
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Leppla Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Timothy Gillihan, financial advisor San Francisco CA
Timothy A. Gillihan
CRD#: 4873263
San Francisco, CA

Timothy Gillihan (CRD# 4873263) is an Investment Advisor Representative working at Leppla Capital Management LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

2
Bruce Leppla, financial advisor San Francisco CA
Bruce W. Leppla
CRD#: 5887246
San Francisco, CA

Bruce Leppla (CRD# 5887246) is an Investment Advisor Representative working at Leppla Capital Management LLC in San Francisco, CA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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