4340 Redwood Highway
Suite B60
San Rafael, California 94903
Tel: 415-526-2753
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 294105 |
SEC# | 801-113540 |
Assets Managed by Firm | $5,251,417,811 |
No. of Clients | 115 |
No. of Advisors | 13 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 115 | $5,251,417,811 |
Pension and profit sharing plans | 115 | $5,251,417,811 |
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 |
Explore More Retirement Advisors in San Rafael, California