Rpa Financial, LLC
Rpa Financial, LLC (CRD# 294105) is a financial advisory firm headquartered in San Rafael, CA. They manage $5,251,417,811 in 115 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
Rpa Financial, LLC
By the Numbers
-
Total Assets Under Management5,251MILLION
-
Total Number of Accounts115ACCOUNTS
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Average Account Value$45,664,503
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, GA, IN, MI, NC, OH, PA, SC, TN
Financial Advisors at Rpa Financial, LLC
1
David Witz (CRD# 1112773) is an Investment Advisor Representative working at Rpa Financial, LLC in Fort Mill, SC and has over 40 years of experience in the finance industry.
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