Unclaimed Profile

Steven Erwin Leininger

CAPITAL PERFORMANCE ADVISORS LLP·WALNUT CREEK, California

Series 7, Series 24, Series 63Clean record26 years registeredCAPITAL PERFORMANCE ADVISORS LLP

165 LENNON LANE, WALNUT CREEK, CA 94598CRD# 1041102Firm CRD# 108052

Profile Verification

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

Identity

Steven Erwin Leininger · WALNUT CREEK, CA

Registration

CRD #1041102 · CAPITAL PERFORMANCE ADVISORS LLP · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPITAL PERFORMANCE ADVISORS LLP

THOMAS DOLL

Nov 1999 – Sep 2021

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · November 4, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL PERFORMANCE ADVISORS LLP

CRD 108052 · SEC 801-57727

AUM

$1.4B

Regulatory assets under management

Employees

2,614 client accounts

Services offered by CAPITAL PERFORMANCE ADVISORS LLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL PERFORMANCE ADVISORS LLP →

Introduction

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Frequently Asked Questions

What services does Steven Erwin Leininger offer?

Steven Erwin Leininger specializes in Financial Planning, Investment Management, Wealth Management.

What are Steven Erwin Leininger's credentials?

Steven Erwin Leininger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Erwin Leininger located?

Steven Erwin Leininger is based in WALNUT CREEK, California, last registered with CAPITAL PERFORMANCE ADVISORS LLP.

How does Steven Erwin Leininger charge for services?

Steven Erwin Leininger's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL PERFORMANCE ADVISORS LLP?

CAPITAL PERFORMANCE ADVISORS LLP has approximately 13 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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