RPG Investment Advisory, LLC
Firm details
- Headquarters
- Pleasanton, California
- CRD number
- 172173
- Registered since
- October 21, 2014
- Website
- www.rpgadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
RPG Investment Advisory, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2014. The firm’s client focus is individuals and families; its advisory services center on financial planning and portfolio management for individuals and small businesses. Compensation is flexible and includes a percentage-of-AUM fee schedule as well as hourly and fixed-fee arrangements. RPG is not positioned as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities83%
- Cash & Cash Equivalents13%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1Kristen Valentine
Chief Compliance OfficerCRD 5167514
Contacts
3 of 4
Matthew Vera
Managing MemberCRD 4468941
Richard Greer
Managing MemberCRD 4489819
Zachary Valentine
Marketing ManagerCRD 6375412
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$51.7M in ETFs
95%
$49.3M
0%
$2.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND (FBT) | First Trust | Passive | Health | $5.7M | 23,110 | 11.09% |
Location
Pleasanton, CA
Alameda
Location
Pleasanton, CA
Headquartered in Pleasanton, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 6600 Koll Center Pkwy
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Mirador Capital Partners
RIAPleasanton, CA
Kaizen Financial Strategies, LLC
RIAPleasanton, CA
Grant Private Wealth Management
RIAPleasanton, CA
Sierra Pacific Private Wealth, LLC
RIAPleasanton, CA
Alta Via Capital
RIAPleasanton, CA
Knight And Company Wealth Advisors, LLC
RIAPleasanton, CA