RAUB BROCK CAPITAL MANAGEMENT, LP

700 Larkspur Landing Circle
Suite 240
Larkspur, California 94939
Tel: 415-927-6990

About RAUB BROCK CAPITAL MANAGEMENT, LP

RAUB BROCK CAPITAL MANAGEMENT, LP, formally registered with the SEC as RAUB BROCK CAPITAL MANAGEMENT, LP. The firm was established in 08/06/2010. They have over 1 offices throughout the country.

RAUB BROCK CAPITAL MANAGEMENT, LP is a Larkspur, California based Financial Planning firm with nearly $3,224,358,789 assets under management, offering retirement planning & investment advisory services to 7179 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153994
SEC#	801-71732
Assets Managed by Firm	$3,224,358,789
No. of Clients	7179
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	7179	$3,224,358,789
Individuals (other than high net worth individuals)	35	$22,750,518
High net worth individuals	86	$247,580,706
Pension and profit sharing plans	2	$17,884,141
Other investment advisers	25	$2,936,143,424

More Retirement Planning firms in Larkspur, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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