Rpg Family Wealth Advisory, LLC (Burlington)

Rpg Family Wealth Advisory, LLC is a large advisory firm based in Burlington. It manages $250.17 million of regulatory assets for 971 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Connecticut, Florida, and 11 other states.

Rpg Family Wealth Advisory provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rpg Family Wealth Advisory: assets under management

The assets under management (AUM) of Rpg Family Wealth Advisory, LLC is $250.17 million. The firm's AUM has grown by 145% since the beginning of its operation, and $3.28 million of the total AUM is attributable to clients outside of the United States.

The firm manages $248.35 million in discretionary accounts and $1.82 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $256.03 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.82 million.

Rpg Family Wealth Advisory has custody of $77.51 million in cash and securities for 143 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 56% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 19% of the firm’s portfolio. Investments in investment and business development companies form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rpg Family Wealth Advisory, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Rpg Family Wealth Advisory serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Rpg Family Wealth Advisory is high net worth individuals with 108 clients and $165.37 million of assets under management. Among the 4 most similar advisory firms, Rpg Family Wealth Advisory has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $235.34 million for 331 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Rpg Family Wealth Advisory doesn't advise any private funds.

Careers at Rpg Family Wealth Advisory, LLC

The company employs 13 people that are either part- or full-time employees. 62 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 3 indirect owners.

Based in Burlington

The principal office where Rpg Family Wealth Advisory, LLC performs its advisory services is located at 25 Burlington Mall Road, Burlington, MA 01803, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (888) 285-8600 or by fax (781) 273-0333. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at rpgfamilywealthadvisory.com.

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