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RBA WEALTH MANAGEMENT, LLC
Tel: 949-945-2104
520 Newport Center Drive Suite 740
Newport Beach, California 92660
RBA WEALTH MANAGEMENT, LLC
RBA WEALTH MANAGEMENT, LLC is a Newport Beach, California based financial advisory firm with nearly $356,087,862 in assets under management and provides investment advisory services for 1095 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
291029
SEC#:
801-112189
No. of Clients:
1095
Assets under Management
$356,087,862
No. of Advisors:
6
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