Rpg Family Wealth Advisory, LLC
Rpg Family Wealth Advisory, LLC (CRD# 158528) is a financial advisory firm headquartered in Burlington, MA. They manage $492,260,301 in 533 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management492MILLION
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Total Number of Accounts533ACCOUNTS
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Average Account Value$923,565
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, GA, LA, MA, MD, ME, MI, MO, NE, NH, NY, OK, TN, TX, UT, VT
Lamar Breshears (CRD# 5375909) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has over 16 years of experience in the finance industry.
Juan Donabedian (CRD# 4595528) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has over 21 years of experience in the finance industry.
William Eaton (CRD# 1395701) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has over 38 years of experience in the finance industry.
Mitchell Goldfeld (CRD# 1903537) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has over 35 years of experience in the finance industry.
Ryan Kolden (CRD# 7791780) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has 1 year of experience in the finance industry.
Benjamin Martin (CRD# 4268591) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has 1 year of experience in the finance industry.
Dustin Mounce (CRD# 6709864) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Wentzville, MO and has 1 year of experience in the finance industry.