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Rpg Family Wealth Advisory, LLC

● SEC registered since 2011CRD 158528SEC# 801-72631Burlington, MA
Export (members)
Reg. AUM
$590.3M
Employees
20
Accounts
1,960
Location
Burlington, MA

Rpg Family Wealth Advisory, LLC assets under management

Rpg Family Wealth Advisory, LLC is an SEC-registered investment adviser based in Burlington, MA. The firm has been registered since 2011. It reports $590.3 million in regulatory assets under management and employs 20 people.
www.rpgfamilywealthadvisory.comView on SEC.gov ↗

Rpg Family Wealth Advisory, LLC owners & executives

5 reported
NameTitleOwnershipSince
David Michael Gatti ControlChief Executive Officer, Founding PartnerUnder 5%2011
Mariann Dube ControlChief Administrative OfficerUnder 5%2013
Risk Paradigm Group Holdings, LLC ControlHolding CompanyOver 75%2011
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Frequently asked questions

How much does Rpg Family Wealth Advisory, LLC manage?

Rpg Family Wealth Advisory, LLC reports $590.3 million in regulatory assets under management on its Form ADV.

How many employees does Rpg Family Wealth Advisory, LLC have?

Rpg Family Wealth Advisory, LLC reports 20 employees.

Where is Rpg Family Wealth Advisory, LLC located?

Rpg Family Wealth Advisory, LLC is based in Burlington, MA and has been SEC-registered since 2011.

Does Rpg Family Wealth Advisory, LLC disclose fund performance?

Rpg Family Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address25 Burlington Mall Road, Suite 404, Burlington, MA 01803
Phone(888) 285-8600
Fax(781) 273-0333
Office hours8:30a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK156988
Discloses disciplinary historyYes

Assets under management

Discretionary$578.3M
Non-discretionary$12M
Total (RAUM)$590.3M