Rb Capital Management, LLC
Rb Capital Management, LLC (CRD# 125678) is a financial advisory firm headquartered in Reno, NV. They manage $462,361,382 in 893 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management462MILLION
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Total Number of Accounts893ACCOUNTS
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Average Account Value$517,762
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, LA, MA, MT, NH, NV, OH, TX, VT, WA
Robert Ballan (CRD# 1536058) is an Investment Advisor Representative working at Rb Capital Management, LLC in Reno, NV and has over 32 years of experience in the finance industry.
Daniel Barnes (CRD# 5143840) is an Investment Advisor Representative working at Rb Capital Management, LLC in Lafayette, CA and has 1 year of experience in the finance industry.
Gary Demera (CRD# 2995472) is an Investment Advisor Representative working at Rb Capital Management, LLC in Burlingame, CA and has over 22 years of experience in the finance industry.
Jonathan Donahue (CRD# 2434317) is an Investment Advisor Representative working at Rb Capital Management, LLC in Reno, NV and has over 3 years of experience in the finance industry.
Willington Fong (CRD# 4034105) is an Investment Advisor Representative working at Rb Capital Management, LLC in Burlingame, CA and has over 18 years of experience in the finance industry.
Craig Frieders (CRD# 2817574) is an Investment Advisor Representative working at Rb Capital Management, LLC in Walnut Creek, CA and has over 23 years of experience in the finance industry.
Robert Leiphart (CRD# 4141443) is an Investment Advisor Representative working at Rb Capital Management, LLC in Shelton, CT and has over 19 years of experience in the finance industry. Robert Leiphart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Marty (CRD# 2822873) is an Investment Advisor Representative working at Rb Capital Management, LLC in Burlingame, CA and has over 23 years of experience in the finance industry.
John Mullen (CRD# 6180845) is an Investment Advisor Representative working at Rb Capital Management, LLC in Walnut Creek, CA and has over 6 years of experience in the finance industry.
Shawn Young (CRD# 4793253) is an Investment Advisor Representative working at Rb Capital Management, LLC in Fresno, CA and has over 16 years of experience in the finance industry.