Unclaimed Profile

Joshua Jacques Rothe

SKBA CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, California

Clean recordSKBA CAPITAL MANAGEMENT, LLC

601 CALIFORNIA ST., SUITE 1500, SAN FRANCISCO, CA 94108-2805CRD# 2381366Firm CRD# 108542

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua Jacques Rothe · SAN FRANCISCO, CA

Registration

CRD #2381366 · SKBA CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joshua Jacques Rothe is a registered financial advisor based in SAN FRANCISCO, California, affiliated with SKBA CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

SKBA CAPITAL MANAGEMENT, LLC

AUM

$646M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SKBA CAPITAL MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Other: PERCENTAGE OF MODEL PORTFOLIO ASSETS

Regulatory

SEC/IARD CRD# 2381366

Firm CRD# 108542

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joshua Jacques Rothe offer?

Joshua Jacques Rothe specializes in Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Joshua Jacques Rothe's credentials?

Joshua Jacques Rothe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua Jacques Rothe located?

Joshua Jacques Rothe is based in SAN FRANCISCO, California, working with SKBA CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Joshua Jacques Rothe charge for services?

Joshua Jacques Rothe's firm is compensated through percentage of aum, other: percentage of model portfolio assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SKBA CAPITAL MANAGEMENT, LLC?

SKBA CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $646M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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