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RPG FAMILY WEALTH ADVISORY, LLC
RPG FAMILY WEALTH ADVISORY, LLC
BURLINGTON, Massachusetts
·
6 registered advisors
·
CRD# 158528
SEC# 801-72631
9
(888) 285-8600
01
Firm Overview
AUM
$492M
Regulatory assets under management
Employees
24
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at RPG FAMILY WEALTH ADVISORY, LLC
6 registered advisors
David Michael Gatti
BURLINGTON, Massachusetts
CRD# 2415422
James F Peters
BURLINGTON, Massachusetts
CRD# 1543053
Mariann Dube
BURLINGTON, Massachusetts
CRD# 2707770
Robert Duff Mccauley
BURLINGTON, Massachusetts
CRD# 6241700
Samuel Mcmanus Kiefer
BURLINGTON, Massachusetts
CRD# 2833958
Stacy Ann Bazylinski
BURLINGTON, Massachusetts
CRD# 5222512
05
Office Locations
BURLINGTON, Massachusetts
6 advisors
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Data sourced from SEC Form ADV filings. RPG FAMILY WEALTH ADVISORY, LLC (CRD# 158528) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.