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Steven Erwin Leininger

CAPITAL PERFORMANCE ADVISORS LLP·WALNUT CREEK, California
Unclaimed Profile
165 LENNON LANE, WALNUT CREEK, CA 94598CRD# 1041102Firm CRD# 108052
01

About

Steven Erwin Leininger is a registered financial advisor based in WALNUT CREEK, California, affiliated with CAPITAL PERFORMANCE ADVISORS LLP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPITAL PERFORMANCE ADVISORS LLP
THOMAS DOLL
AUM
$1.4B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at CAPITAL PERFORMANCE ADVISORS LLP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1041102
Firm CRD# 108052
No disclosures on file
View on FINRA BrokerCheck →

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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. Contact their office in WALNUT CREEK, California for a consultation.
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, working with CAPITAL PERFORMANCE ADVISORS LLP. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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