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, individual-owned registered investment adviser that began SEC registration in 2014. The firm serves primarily individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM pricing alongside hourly and fixed-fee engagements. RPG identifies as an equity-oriented adviser, does not flag itself as an active ESG investor, and is not registered as a multi-state adviser.
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 Equities83%
- Cash & Cash Equivalents13%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1KRISTEN VALENTINE
Chief Compliance OfficerCRD 5167514
Contacts
3 of 4MATTHEW VERA
Managing MemberCRD 4468941
RICHARD GREER
Managing MemberCRD 4489819
ZACHARY VALENTINE
Marketing ManagerCRD 6375412
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$42.1M in ETFs
95%
$40M
0%
$2.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND (FBT) | First Trust | Passive | Health | $4.7M | 23,189 | 11.06% |
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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