Overview
Assets Under Management: $349 million
Headquarters: MORGAN HILL, CA
High-Net-Worth Clients: 262
Average Client Assets: $0.6 million
Frequently Asked Questions
RNP ADVISORY SERVICES, 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 #113354), RNP ADVISORY SERVICES, INC. is subject to fiduciary duty under federal law.
RNP ADVISORY SERVICES, INC. is headquartered in MORGAN HILL, CA.
RNP ADVISORY SERVICES, INC. serves 262 high-net-worth clients according to their SEC filing dated March 22, 2018. View client details ↓
According to their SEC Form ADV, RNP ADVISORY SERVICES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
RNP ADVISORY SERVICES, INC. manages $349 million in client assets according to their SEC filing dated March 22, 2018.
According to their SEC Form ADV, RNP ADVISORY SERVICES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 262
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.53%
Average Client Assets: $0.6 million
Total Client Accounts: 975
Discretionary Accounts: 747
Non-Discretionary Accounts: 228
Regulatory Filings
CRD Number: 113354
Filing ID: 1195390
Last Filing Date: 2018-03-22 16:11:00