Robert
Leiphart
Rb Capital Management, LLC
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About this Advisor
Robert Leiphart is a financial advisor based in Shelton, Connecticut, working with Rb Capital Management, LLC. Robert has previously held positions at Rb Capital Management, LLC and Birinyi And Associates. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Robert is part of Rb Capital Management, LLC, which operates out of Shelton, Connecticut. 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
Robert Leiphart Work History
Rb Capital Management, LLC
Birinyi And Associates
Disclosures
Please visit the SEC profile of Robert Leiphart 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
Fresno, CA
Burlingame, CA
Burlingame, CA
Shelton, CT
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