| Name | Title | Ownership | Since |
|---|---|---|---|
| Argent Trust Company | Trustee Of Retirement Planners Of America Employee Stock Ownership Trust | Under 5% | 2023 |
| Christopher Todd Winkler Control | Chief Financial Officer | Under 5% | 2023 |
| Jordan Michael Roach Control | Chief Investment Officer | Under 5% | 2024 |
Rpoa Advisors, Inc. reports $4 billion in regulatory assets under management on its Form ADV.
Rpoa Advisors, Inc. reports 126 employees.
Rpoa Advisors, Inc. is based in Plano, TX and has been SEC-registered since 2011.
Rpoa Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2820 Dallas Parkway, Plano, TX 75093 |
| Phone | 469-246-3600 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1963326 |
| Discloses disciplinary history | No |
| Discretionary | $3.98B |
| Non-discretionary | $0 |
| Total (RAUM) | $3.98B |