Craig
Frieders
Rb Capital Management, LLC
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About this Advisor
Craig Frieders is a financial advisor based in Walnut Creek, California, working with Rb Capital Management, LLC. Craig has previously held positions at Rb Capital Management, LLC, Crofton Capital Management, Apw Capital, Inc, and Ameriestate Legal Plan Inc. Craig has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Craig is part of Rb Capital Management, LLC, which operates out of Walnut Creek, California. The firm has 7 offices and 14 employees. The firm manages assets totaling $717.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Rb Capital Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rb Capital Management, LLC Brokerage Details
$717,584,687
14
1,335
$537,517
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Craig Frieders Work History
Apw Capital, Inc
Ameriestate Legal Plan Inc
Rb Capital Management, LLC
Crofton Capital Management
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
Wilton, CT
Burlingame, CA
Burlingame, CA
Shelton, CT
Fresno, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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