Craig Crofton Frieders

Rb Capital Management, LLC

28 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Rb Capital Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

614 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$817.2M

Fee Structure

Financial Planning:Included in AUM fee

Location

1615 Bonanza Street, Suite 403, Walnut Creek, CA, 94596

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History

Regulatory History (1)

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Customer Dispute

October 2003

Denied

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Other Business ActivitiesSells Insurance

Craig is an independent insurance agent selling term life and long-term care insurance, dedicating about 5% of his time to this. He also owns several other businesses, including Ameriestate Legal Plan, Investment Capital Group Mortgage, RB Capital Mgmt. LLC, Crofton Capital Management, Inc., James R. Ochinero Family, LLC, and rental properties, dedicating varying amounts of time to each.