| Name | Title | Ownership | Since |
|---|---|---|---|
| Cosmo Charles Gould Control | Cco | Under 5% | 2023 |
| Geoffrey Robert White | Ceo | Under 5% | 2023 |
| Global Retirement Partners Llc Control | Managing Member, Sole Owner | Over 75% | 2018 |
Rpa Financial, LLC reports $8 billion in regulatory assets under management on its Form ADV.
Rpa Financial, LLC reports 12 employees.
Rpa Financial, LLC is based in San Rafael, CA and has been SEC-registered since 2018.
Rpa Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4340 Redwood Highway, Suite B60, San Rafael, CA 94903 |
| Phone | 415-526-2753 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $6.69B |
| Non-discretionary | $1.3B |
| Total (RAUM) | $7.99B |