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Bruce William Leppla

Leppla Capital Management LLC

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About Bruce William Leppla

Bruce William Leppla is an investment advisor representative and partner at Leppla Capital Management LLC. Bruce is a registered Investment Advisor in the state of California. Bruce has been registered with the SEC since July 18, 2011. Bruce's firm manages assets for a variety of clients including high-net-worth individuals, corporations, and individuals other than high-net-worth. The firm's services include financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Bruce has a law firm partnership as an outside business. Bruce is also a registered investment advisor representative for Leppla Capital Management LLC.

Firm Information

Bruce Leppla is currently registered with Leppla Capital Management LLC. Leppla Capital Management LLC is a Registered Investment Advisor firm with two investment advisor representatives. They offer financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. They manage approximately $26.05 million in assets for 21 clients, including corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth.

$26.05M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bruce Leppla’s Registration & Firm History

CA

07/18/2011 - Present

Leppla Capital Management LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 05/18/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bruce William Leppla.
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