Rb Capital Management, LLC
Rb Capital Management, LLC (CRD# 125678) is a financial advisory firm headquartered in Reno, NV. They manage $655,803,975 in 1,008 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management656MILLION
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Total Number of Accounts1,008ACCOUNTS
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Average Account Value$650,599
- 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
AZ, CA, CT, FL, LA, MA, MT, NH, NV, NY, SC, TX
Robert Ballan (CRD# 1536058) is an Investment Advisor Representative working at Rb Capital Management, LLC in Reno, NV and has over 34 years 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 23 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 4 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 20 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 24 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 21 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 25 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 8 years of experience in the finance industry.
Justin Sloan (CRD# 5661286) is an Investment Advisor Representative working at Rb Capital Management, LLC in Windsor, CA and has over 12 years of experience in the finance industry. Justin Sloan 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.
Shawn Young (CRD# 4793253) is an Investment Advisor Representative working at Rb Capital Management, LLC in Fresno, CA and has over 17 years of experience in the finance industry.