Risk Paradigm Group, LLC
Firm details
- Headquarters
- Burlington, Massachusetts
- CRD number
- 155870
- Registered since
- April 8, 2011
- Website
- rpgfamilywealthadvisory.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Risk Paradigm Group, LLC is an SEC-registered institutional registered investment adviser formed in 2011 and organized as an LLC. The firm provides portfolio management for both individuals/small businesses and for business or institutional clients. It charges fees based on a percentage of assets under management and reports relationships with a related adviser. The firm does not identify as an active ESG investor and is not described as a capital allocator; instead it places client assets into third‑party strategies and pooled public funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents7%
Owners & executives
3 of 4
David Gatti
CIO & CEOCRD 2415422
Robert Mccauley
Chief Financial OfficerCRD 6241700
Mariann Dube
Chief Administrative OfficerCRD 2707770
Contacts
1 of 1
James Peters
Managing Director, Co-Chair Investment CommitteeCRD 1543053
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Burlington, MA
Middlesex
Location
Burlington, MA
Headquartered in Burlington, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 25 Burlington Mall Rd
- Time zone
- ET (UTC-5)
- Office locations
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