Overview
Assets Under Management: $858 million
Headquarters: PLEASANTON, CA
High-Net-Worth Clients: 899
Average Client Assets: $954,942
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 899
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $954,942
Total Client Accounts: 899
Discretionary Accounts: 899
Regulatory Filings
CRD Number: 172173
Last Filing Date: 2025-01-15 00:00:00
Website: https://rpgadvisory.com