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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| RPA Financial LLC
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| CRD # | 294105 |
| SEC # | 801-113540 |
| CIK # | |
| AUM | $8.0 B (2025-03-31) |
| Employees | 12 (33% Investors, 58% Brokers) |
| Phone | 415-526-2753 |
| Address | 4340 Redwood Highway San Rafael, CA 94903 |
| Source | [IAPD] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 230 | 8.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 230 | 8.0 |
| By Discretionary | ||
| Discretionary | 207 | 6.7 |
| Non-Discretionary | 23 | 1.3 |
| Total | 230 | 8.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.0 | |
| Total | 230 | 8.0 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Global Retirement Partners LLC
✚
|
CA | 143.4 |
|
RPA Financial LLC
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|
CA | 8.0 |
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|---|---|---|
|
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✚
|
CT | 8.4 |
|
Industry Ventures LLC
✚
|
CA | 8.4 |
|
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|
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|
StepStone Group Private Wealth LLC
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|
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|
Consulting Group Advisory Services LLC
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|
NY | 7.8 |
|
Palmer Square Europe Capital Management LLC
✚
|
KS | 7.8 |
|
Eldridge Credit Advisers LLC
✚
|
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|
Generate Advisors LLC
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|
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