RPO LLC

6 Landmark Square
Suite 400
Stamford, Connecticut 06901
Tel: 203-485-8800

About RPO LLC

RPO LLC, formally registered with the SEC as RPO LLC. The firm was established in 01/25/2022. They have over 1 offices throughout the country.

RPO LLC is a Stamford, Connecticut based Financial Planning firm with nearly $270,784,862 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318296
SEC#	801-123109
Assets Managed by Firm	$270,784,862
No. of Clients	7
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$270,784,862
High net worth individuals	5	$120,914,087

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