RPG Family Wealth Advisory, LLC
Firm details
- Headquarters
- Burlington, Massachusetts
- CRD number
- 158528
- Registered since
- August 3, 2011
- Website
- rpgfamilywealthadvisory.com
- Custodians
- PERSHING LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.18%
- Individuals16.33%
- Corporations / Businesses9.03%
- Pension & Profit Sharing Plans0.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
RPG Family Wealth Advisory, LLC is an independent registered investment adviser that has been SEC-registered since 2011 and operates as a capital allocator for both individual/family and institutional clients. The firm offers comprehensive advisory services including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. Its client billing includes percentage-of-AUM arrangements alongside hourly and fixed-fee engagements. RPG identifies as an active ESG investor and lists affiliations with other investment advisers and an insurance company.
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
- Exchange Traded Equities54%
- Public Funds/Mutual Funds30%
- Other14%
- Cash & Cash Equivalents2%
Owners & executives
3 of 4
Robert Mccauley
Chief Financial OfficerCRD 6241700
David Gatti
CIO & CEOCRD 2415422
Mariann Dube
Chief Administrative OfficerCRD 2707770
Contacts
3 of 12
William Eaton
Senior Managing DirectorCRD 1395701
Juan Donabedian
DirectorCRD 4595528
Timothy Smith
Financial AdvisorCRD 7939747
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 146Active vs passive
$426M in ETFs
68%
$291M
28%
$135M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DEFIANCE QUANTUM ETF (QTUM) | Passive | Technology | $16.9M | 102,063 | 3.96% |
Location
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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