Overview
Assets Under Management: $858 million
Headquarters: PLEASANTON, CA
High-Net-Worth Clients: 899
Average Client Assets: $954,942
Frequently Asked Questions
RPG INVESTMENT ADVISORY, LLC 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 #172173), RPG INVESTMENT ADVISORY, LLC is subject to fiduciary duty under federal law.
RPG INVESTMENT ADVISORY, LLC is headquartered in PLEASANTON, CA.
RPG INVESTMENT ADVISORY, LLC serves 899 high-net-worth clients according to their SEC filing dated January 15, 2025. View client details ↓
According to their SEC Form ADV, RPG INVESTMENT ADVISORY, LLC offers financial planning and portfolio management for individuals. View all service details ↓
RPG INVESTMENT ADVISORY, LLC manages $858 million in client assets according to their SEC filing dated January 15, 2025.
According to their SEC Form ADV, RPG INVESTMENT ADVISORY, LLC serves high-net-worth individuals. View client details ↓
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