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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 $2,812,489,542 assets under management, offering retirement planning & investment advisory services to 6720 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 153994 |
| SEC# | 801-71732 |
| Assets Managed by Firm | $2,812,489,542 |
| No. of Clients | 6720 |
| No. of Advisors | 8 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6720 | $2,812,489,542 |
| Individuals (other than high net worth individuals) | 378 | $132,957,833 |
| High net worth individuals | 131 | $362,669,852 |
| Pension and profit sharing plans | 9 | $19,111,070 |
| Other investment advisers | 6199 | $2,288,628,167 |
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