6600 Koll Center Pkwy.
#100
Pleasanton, California 94566
Tel: (925) 384-0071
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 172173 |
SEC# | 801-80481 |
Assets Managed by Firm | $858,493,392 |
No. of Clients | 899 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 899 | $858,493,392 |
High net worth individuals | 899 | $858,493,392 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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