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RPG INVESTMENT ADVISORY, LLC

6600 Koll Center Pkwy.
#100
Pleasanton, California 94566
Tel: (925) 384-0071

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About RPG INVESTMENT ADVISORY, LLC

RPG INVESTMENT ADVISORY, LLC, formally registered with the SEC as RPG INVESTMENT ADVISORY, LLC. The firm was established in 10/21/2014. They have over 1 offices throughout the country.

RPG INVESTMENT ADVISORY, LLC is a Pleasanton, California based Financial Planning firm with nearly $858,493,392 assets under management, offering retirement planning & investment advisory services to 899 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#172173
SEC#801-80481
Assets Managed by Firm$858,493,392
No. of Clients899
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total899$858,493,392
High net worth individuals899$858,493,392

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