Steven
Ocheltree
Rb Capital Management, LLC
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About this Advisor
Steven Ocheltree is a financial advisor based in Fresno, California, working with Rb Capital Management, LLC. Steven has previously held positions at Rb Capital Management, LLC, Ocheltree Cpa and Finch, and Ocheltree, Rowland & Shoopman, Llp. Steven is registered to provide services in California. Currently, Steven is part of Rb Capital Management, LLC, which operates out of Fresno, 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.
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
Steven Ocheltree Work History
Rb Capital Management, LLC
Ocheltree Cpa
Finch, Ocheltree, Rowland & Shoopman, Llp
Disclosures
Please visit the SEC profile of Steven Ocheltree 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
Shelton, CT
Fresno, CA
Burlingame, CA
Burlingame, CA
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