RPG Family Wealth Advisory, LLC

RIASEC Registered

Total AUM

$701M

Discretionary

$687M

98% of AUM

Avg account

$1.2M

Accounts

600

Employees

Advisory reps

Firm details

Headquarters: Burlington, Massachusetts
CRD number: 158528
Registered since: August 3, 2011
Website: rpgfamilywealthadvisory.com
Custodians: PERSHING LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.18%
Individuals16.33%
Corporations / Businesses9.03%
Pension & Profit Sharing Plans0.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

RPG Family Wealth Advisory, LLC is an independent, SEC-registered investment adviser that began SEC registration in 2011. Structured as an LLC with domestic entity and individual ownership, the firm serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. The firm charges fees on a percentage-of-AUM basis and also uses hourly and fixed-fee arrangements. RPG identifies as an active ESG investor and acts as a capital allocator, incorporating third‑party managers into client portfolios.