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RPA FINANCIAL, LLC

4340 Redwood Highway
Suite B60
San Rafael, California 94903
Tel: 415-526-2753

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About RPA FINANCIAL, LLC

RPA FINANCIAL, LLC, formally registered with the SEC as RPA FINANCIAL, LLC. The firm was established in 07/05/2018. They have over 2 offices throughout the country.

RPA FINANCIAL, LLC is a San Rafael, California based Financial Planning firm with nearly $5,251,417,811 assets under management, offering retirement planning & investment advisory services to 115 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#294105
SEC#801-113540
Assets Managed by Firm$5,251,417,811
No. of Clients115
No. of Advisors13

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total115$5,251,417,811
Pension and profit sharing plans115$5,251,417,811

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