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Zachary Valentine

RPG INVESTMENT ADVISORY, LLC·PLEASANTON, California
Unclaimed Profile
6600 KOLL CENTER PKWY., PLEASANTON, CA 94566CRD# 6375412Firm CRD# 172173
01

About

Zachary Valentine is a registered financial advisor based in PLEASANTON, California, affiliated with RPG INVESTMENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RPG INVESTMENT ADVISORY, LLC
RPG INVESTMENT ADVISORY, LLC
AUM
$705M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at RPG INVESTMENT ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6375412
Firm CRD# 172173
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Zachary Valentine offer?
Zachary Valentine specializes in Financial Planning, Investment Management. Contact their office in PLEASANTON, California for a consultation.
What are Zachary Valentine's credentials?
Zachary Valentine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Valentine located?
Zachary Valentine is based in PLEASANTON, California, working with RPG INVESTMENT ADVISORY, LLC. Their office serves clients in the PLEASANTON metropolitan area and surrounding communities.
How does Zachary Valentine charge for services?
Zachary Valentine's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RPG INVESTMENT ADVISORY, LLC?
RPG INVESTMENT ADVISORY, LLC has approximately 9 employees and manages $705M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PLEASANTON
Grant Konstantinovich Ter-Avanesyan — GRANT PRIVATE WEALTH MANAGEMENT, INC.Florentina Gabriel Gibson — FINANCIAL PERSPECTIVESBrian Glenn Frazier — ADERO PARTNERS, LLCMargaret Fluck Smith — PLEASANTON FINANCIAL ADVISORS, LLCRobert James Valentine — RPG INVESTMENT ADVISORY, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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