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RB CAPITAL MANAGEMENT, LLC
5365 Reno Corporate Dr.
Suite 200
Reno, Nevada 89511
Tel: (775) 993-2900
About RB CAPITAL MANAGEMENT, LLC
RB CAPITAL MANAGEMENT, LLC, formally registered with the SEC as RB CAPITAL MANAGEMENT, LLC. The firm was established in 05/09/2003. They have over 8 offices throughout the country.
RB CAPITAL MANAGEMENT, LLC is a Reno, Nevada based Financial Planning firm with nearly $717,584,687 assets under management, offering retirement planning & investment advisory services to 1335 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125678 |
| SEC# | 801-62043 |
| Assets Managed by Firm | $717,584,687 |
| No. of Clients | 1335 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1335 | $717,584,687 |
| Individuals (other than high net worth individuals) | 403 | $189,629,373 |
| High net worth individuals | 185 | $489,283,085 |
| Pension and profit sharing plans | 12 | $37,005,257 |
| Corporations or other businesses | Fewer than 5 clients | $1,666,972 |
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