Cheryl
Gross
Raub Brock Capital Management, Lp
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About this Advisor
Cheryl Gross is a certified financial planner who works in Larkspur, California, who has 2 years of relevant experience. Gross is an advisor for Raub Brock Capital Management, Lp. Their career trajectory has included roles at Lisa Harper Word Processing, Town Of Tiburon, Broadwing Capital Advisors, Inc and Raub Brock Capital Management, Lp. Gross maintains a Series 65 license, certifying them as an investment advisor representative, and can work in California. Raub Brock Capital Management, Lp is a financial advisory business operating out of Larkspur, CA. It controls $3 billion in assets across its 6,720 accounts, making it one of the largest firms in the nation by assets under management. Of its 6,720 customer accounts, just 2% are held by high-net-worth clients who have greater than $1 million in assets. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically depend on which services are provided. However, fees charged by Raub Brock Capital Management, Lp most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Raub Brock Capital Management, Lp Brokerage Details
$2,812,489,542
8
6,720
$418,525
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Cheryl Gross Work History
Cheryl has been registered as a financial advisor for 2 years.*
Raub Brock Capital Management, Lp
Broadwing Capital Advisors, Inc
Town Of Tiburon
Broadwing Capital Advisors, Inc
Lisa Harper Word Processing
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cheryl Gross to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Raub Brock Capital Management, Lp
Larkspur, CA
Larkspur, CA
Larkspur, CA
Larkspur, CA
Larkspur, CA
Larkspur, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
