RPG FAMILY WEALTH ADVISORY, LLC

25 Burlington Mall Road
Suite 404
Burlington, Massachusetts 01803
Tel: (888) 285-8600

About RPG FAMILY WEALTH ADVISORY, LLC

RPG FAMILY WEALTH ADVISORY, LLC, formally registered with the SEC as RPG FAMILY WEALTH ADVISORY, LLC. The firm was established in 08/03/2011. They have over 9 offices throughout the country.

RPG FAMILY WEALTH ADVISORY, LLC is a Burlington, Massachusetts based Financial Planning firm with nearly $492,260,301 assets under management, offering retirement planning & investment advisory services to 533 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158528
SEC#	801-72631
Assets Managed by Firm	$492,260,301
No. of Clients	533
No. of Advisors	24

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	533	$492,260,301
Individuals (other than high net worth individuals)	375	$106,694,427
High net worth individuals	100	$336,000,509
Pension and profit sharing plans	8	$11,976,176
Charitable organizations	Fewer than 5 clients	$1,924,874
Corporations or other businesses	48	$35,664,315

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