Overview
Assets Under Management: $174 million
Headquarters: STROUDSBURG, PA
High-Net-Worth Clients: 60
Average Client Assets: $2.5 million
Frequently Asked Questions
RPH FINANCIAL 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 #298683), RPH FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
RPH FINANCIAL SERVICES, INC. is headquartered in STROUDSBURG, PA.
RPH FINANCIAL SERVICES, INC. serves 60 high-net-worth clients according to their SEC filing dated August 29, 2018. View client details ↓
According to their SEC Form ADV, RPH FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
RPH FINANCIAL SERVICES, INC. manages $174 million in client assets according to their SEC filing dated August 29, 2018.
According to their SEC Form ADV, RPH FINANCIAL SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.11%
Average Client Assets: $2.5 million
Total Client Accounts: 585
Discretionary Accounts: 585
Regulatory Filings
CRD Number: 298683
Filing ID: 1236883
Last Filing Date: 2018-08-29 09:47:00