Overview
Assets Under Management: $156 million
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Frequently Asked Questions
RBP INVESTMENT ADVISORS INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137830), RBP INVESTMENT ADVISORS INC. is subject to fiduciary duty under federal law.
RBP INVESTMENT ADVISORS INC. serves 60 high-net-worth clients according to their SEC filing dated April 11, 2024. View client details ↓
According to their SEC Form ADV, RBP INVESTMENT ADVISORS INC. offers financial planning and portfolio management for individuals. View all service details ↓
RBP INVESTMENT ADVISORS INC. manages $156 million in client assets according to their SEC filing dated April 11, 2024.
According to their SEC Form ADV, RBP INVESTMENT ADVISORS INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.75
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 297
Discretionary Accounts: 297
Regulatory Filings
CRD Number: 137830
Last Filing Date: 2024-04-11 00:00:00
Website: https://rbpia.com