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, SEC-registered investment adviser that began SEC registration in 2011. Structured as an LLC with domestic entity and individual ownership, the firm serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. The firm charges fees on a percentage-of-AUM basis and also uses hourly and fixed-fee arrangements. RPG identifies as an active ESG investor and acts as a capital allocator, incorporating third‑party managers into client portfolios.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 145Active vs passive
$423M in ETFs
69%
$291M
27%
$132M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DEFIANCE QUANTUM ETF (QTUM) | Passive | Technology | $16.9M | 102,063 | 3.99% |
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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