Leppla Capital Management LLC
Leppla Capital Management LLC (CRD# 156328) is a financial advisory firm headquartered in San Francisco, CA. They manage $6,500,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$541,667
- 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
- Pension consulting services
- Educational seminars/workshops
Bruce Leppla (CRD# 5887246) is an Investment Advisor Representative working at Leppla Capital Management LLC in San Francisco, CA and has over 6 years of experience in the finance industry.
Mark Boettcher (CRD# 2312255) is an Investment Advisor Representative working at Leppla Capital Management LLC in San Francisco, CA and has over 23 years of experience in the finance industry.