Overview
Assets Under Management: $283 million
Headquarters: MALTA, NY
High-Net-Worth Clients: 4
Average Client Assets: $52 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.03
Average High-Net-Worth Client Assets: $52 million
Total Client Accounts: 1,430
Discretionary Accounts: 1,430
Regulatory Filings
CRD Number: 310647
Filing ID: 1978425
Last Filing Date: 2025-04-10 12:06:00
Website: https://rpgretire.com