RPG INVESTMENT ADVISORY, LLC

PLEASANTON, California·5 registered advisors·CRD# 172173
SEC# 801-804810(925) 384-0071
01

Firm Overview

AUM
$705M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RPG INVESTMENT ADVISORY, LLC

5 registered advisors
Kristen Valentine
PLEASANTON, California
Matthew Oscar Vera
PLEASANTON, California
Richard M Greer
PLEASANTON, California
Robert James Valentine
PLEASANTON, California
Zachary Valentine
PLEASANTON, California
05

Office Locations

PLEASANTON, California
5 advisors

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Data sourced from SEC Form ADV filings. RPG INVESTMENT ADVISORY, LLC (CRD# 172173) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.