Craig
Frieders
Rb Capital Management, LLC
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About this Advisor
Craig Frieders is a financial advisor working out of Walnut Creek, California with 7 years of relevant experience. Frieders is on the advisory team at Rb Capital Management, LLC. The advisor has gained experience at Rb Capital Management, LLC, Crofton Capital Management and Apw Capital, Inc. Frieders has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in California and Texas. Rb Capital Management, LLC is a business that has its headquarters in Reno, NV. The company has offices in six locations and a total of 14 advisors. It administers $628 million in assets under management between its 1,267 customer accounts, placing it among the larger firms in the country by assets under management. Of its 1,267 client accounts, 30% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules usually depend on the services. Fee types billed by Rb Capital Management, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rb Capital Management, LLC Brokerage Details
$628,339,624
14
1,267
$495,927
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Craig Frieders Work History
Craig has been registered as a financial advisor for 7 years.*
Apw Capital, Inc
Rb Capital Management, LLC
Crofton Capital Management
*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 Craig Frieders 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 Rb Capital Management, LLC
Walnut Creek, CA
Reno, NV
Kenwood, CA
West Harrison, NY
Burlingame, CA
Burlingame, CA
Walnut Creek, CA
Burlingame, 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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