RPA Financial, LLC
Firm details
- Headquarters
- San Rafael, California
- CRD number
- 294105
- Registered since
- July 5, 2018
- Website
- plan-analytics.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
RPA Financial, LLC is an SEC-registered institutional registered investment adviser organized as an LLC and registered in 2018. The firm identifies an institutional client base and lists pension consulting services among its advisory activities. Its fee schedule mixes percentage-of-AUM billing with hourly and fixed-fee arrangements. RPA Financial does not characterize itself as an active ESG investor. The firm reports owner type as a domestic entity and individual and is not labeled a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
3 of 3
Cosmo Gould
Chief Compliance OfficerCRD 5033874
Geoffrey White
Chief Executive OfficerCRD 2882857
Melissa Rodriguez-kirk
COOCRD 7832730
Contacts
3 of 4
Todd Timmerman
Investment Advisor RepresentativeCRD 1963879
Curtis Knorr
Investment Advisory RepresentativeCRD 2308655
David Witz
OwnerCRD 1112773
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Rafael, CA
Marin
Location
San Rafael, CA
Headquartered in San Rafael, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 4340 Redwood Hwy
- Time zone
- PT (UTC-8)
- Office locations
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