Rpg Investment Advisory, LLC

Rpg Investment Advisory, LLC (CRD# 172173) is a financial advisory firm headquartered in Pleasanton, CA. They manage $705,314,756 in 856 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
6600 Koll Center Pkwy., #100, Pleasanton, CA 94566
http://rpgadvisory.com
By the Numbers
  • Total Assets Under Management
    705
    MILLION
  • Total Number of Accounts
    856
    ACCOUNTS
  • Average Account Value
    $823,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, FL, LA, MS, NE, NH, NV, TX, UT, WA

Financial Advisors at Rpg Investment Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert Valentine, financial advisor Pleasanton CA
Robert J. Valentine
CRD#: 5342149
6600 Koll Center Pkwy., #100, Pleasanton, CA 94566

Robert Valentine (CRD# 5342149) is an Investment Advisor Representative working at RPG Investment Advisory, LLC in Pleasanton, CA and has over 8 years of experience in the finance industry.

2
Matthew Vera, financial advisor Pleasanton CA
Matthew O. Vera
CRD#: 4468941
6600 Koll Center Pkwy., #100, Pleasanton, CA 94566

Matthew Vera (CRD# 4468941) is an Investment Advisor Representative working at RPG Investment Advisory, LLC in Pleasanton, CA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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