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Rpg Investment Advisory, LLC

● SEC registered since 2014CRD 172173SEC# 801-80481Pleasanton, CA
Export (members)
Reg. AUM
$858.5M
Employees
9
Accounts
899
Location
Pleasanton, CA

Rpg Investment Advisory, LLC assets under management

Rpg Investment Advisory, LLC is an investment advisory firm registered with the SEC based in Pleasanton, CA. The firm has been registered since 2014. It reports $858.5 million in regulatory assets under management and employs 9 people.

Rpg Investment Advisory, LLC owners & executives

5 reported
NameTitleOwnershipSince
Kristen Valentine ControlChief Compliance OfficerUnder 5%2019
Matthew Oscar Vera ControlManaging Member25-50%2014
Richard M Greer ControlManaging Member25-50%2014
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Frequently asked questions

How much does Rpg Investment Advisory, LLC manage?

Rpg Investment Advisory, LLC reports $858.5 million in regulatory assets under management on its Form ADV.

How many employees does Rpg Investment Advisory, LLC have?

Rpg Investment Advisory, LLC reports 9 employees.

Where is Rpg Investment Advisory, LLC located?

Rpg Investment Advisory, LLC is based in Pleasanton, CA and has been SEC-registered since 2014.

Does Rpg Investment Advisory, LLC disclose fund performance?

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

Contact & registration

Address6600 Koll Center Pkwy., #100, Pleasanton, CA 94566
Phone(925) 384-0071
Fax(925) 384-0072
Office hours7:00 a.m. To 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK166666
Discloses disciplinary historyNo

Assets under management

Discretionary$858.5M
Non-discretionary$0
Total (RAUM)$858.5M