Willington
Fong
Rb Capital Management, LLC
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About this Advisor
Willington Fong is a financial advisor operating in Burlingame, California who has 5 years of industry experience. Fong works at Rb Capital Management, LLC. The advisor has gained experience at Dm Enterprise, Lp, Cetera Advisors LLC, Investment Capital Group Mortgage, Apw Capital, Inc, Rb Capital Management, LLC and Fsc Securities Corp. Fong maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Rb Capital Management, LLC is a business based in Reno, NV. The firm has offices in six locations and a total of 14 financial advisors. It administers $628 million in assets under management between its 1,267 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 1,267 accounts, 30% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees vary depending on which service is offered. Fees charged by Rb Capital Management, LLC most likely are comprised 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
Willington Fong Work History
Willington has been registered as a financial advisor for 5 years.*
Rb Capital Management, LLC
Apw Capital, Inc
Dm Enterprise,Lp
Investment Capital Group Mortgage
Fsc Securities Corp
Cetera Advisors LLC
*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 Willington Fong 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
Fresno, CA
Burlingame, CA
Shelton, CT
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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