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Raub Brock Capital Management, LP

Financial Services Companies

Description

Raub Brock Capital Management, LP provides investment advisory and wealth management services in the United States of America. The company offers financial planning services, including personalized planning, net worth/cash flow, risk management, tax planning, retirement planning, estate planning, and education planning services; and portfolio management services, including strategy definition, strategic core and tactical satellite portfolio management, globally diversified and multi-asset class portfolio management, risk management, tax management and cost efficiency, and communications and reporting services. It also offers implementation and trade placement, quarterly reviews, on call consultations, and rebalancing and tax-loss harvesting services; and brokerage custody, trade execution, and clearance services. The company was founded in 2001 and is based in Larkspur, California.

Corporate Address

700 Larkspur Landing Circle Suite 240 Larkspur, CA94939 United States of America

United States of America

415-927-6990

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