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).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $541,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
Bruce W. Leppla
CRD#: 5887246
440 Davis Court, Suite 1615, San Francisco, CA 94111
93
Wealthminder
score

Bruce Leppla (CRD# 5887246) 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
Mark H. Boettcher
CRD#: 2312255
440 Davis Court, Suite 1615, San Francisco, CA 94111
90
Wealthminder
score

Mark Boettcher (CRD# 2312255) is an Investment Advisor Representative working at Leppla Capital Management LLC in San Francisco, CA and has over 22 years of experience in the finance industry.

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