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Building 2RAUB/BROCK CAPITAL MANAGEMENT, INC.

Map pinLARKSPUR, CA
Phone415-927-6990
NotebookSEC #801-63606
Total AUM
$86.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 LARKSPUR LANDING CIRCLE
SUITE 240
LARKSPUR
CA 94939
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
415-927-6990

ReceiptFinancials

Total AUM
$86.8M
Accounts
216
Discretionary
$83.6M
Accounts
195
Non-Discretionary
$3.2M
Accounts
21

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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