RBP Investment Advisors Inc

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Assets, Funds, Holdings

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RBP Investment Advisors Inc
CRD #137830
SEC #801-64902
CIK #
AUM $156.1 MM (2024-03-21)
Employees 5 (60% Investors, 0% Brokers)
Phone925-855-3880
Address3201 Danville Blvd
Alamo, CA 94507
Source [IAPD] [Website]
Total AUM ($MM)
180144108723602003201020172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 59 24.5
(b) Individuals (high net worth individuals) 61 123.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 7.9
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 297 156.1
By Discretionary
Discretionary 297 156.1
Non-Discretionary 0 0.0
Total 297 156.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 156.1
Total 297 156.1
Comparable Firms State AUM ($BB)
AIO Financial LLC
AZ 0.2
Sensible Portfolios LLC
NV 0.2
Simplified Wealth Management LLC
MS 0.2
Fenton Gregory Coleman
MA 0.2
Tetley Investments LLC
IL 0.2
JM2 Capital Inc
OK 0.2
Davis Davis and Conover Wealth Management LLC
TN 0.2
Pacific Value LLC
ID 0.2
Balanced Financial Planning Inc
KS 0.2
Mueller Financial Solutions Co
CO 0.2
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