RPG Investment Advisory, LLC
Firm details
- Headquarters
- Pleasanton, California
- CRD number
- 172173
- Registered since
- October 21, 2014
- Website
- www.rpgadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
RPG Investment Advisory, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is registered with the SEC (initial registration in 2014) and focuses on serving individuals and families, with portfolio management services also directed at small businesses. Core service lines are financial planning and discretionary portfolio management. Its fee model combines a percentage-of-AUM component with hourly and fixed-fee options. RPG does not identify as a capital allocator, is not an ESG-focused investor, and does not present itself as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities83%
- Cash & Cash Equivalents13%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$27.8M in ETFs
95%
$26.5M
0%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $3.5M | 9,244 | 12.68% |
Location
Pleasanton, CA
Alameda
Location
Pleasanton, CA
Headquartered in Pleasanton, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 6600 Koll Center Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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