|
⚲
|
| RPA Financial LLC
✚
|
|
|---|---|
| CRD # | 294105 |
| SEC # | 801-113540 |
| CIK # | |
| AUM | $6.2 BB (2023-03-29) |
| Employees | 13 (31% Investors, 54% Brokers) |
| Phone | 415-526-2753 |
| Address | 4340 Redwood Highway San Rafael, CA 94903 |
| Source | [IAPD] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 285 | 6.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 285 | 6.2 |
| By Discretionary | ||
| Discretionary | 261 | 4.0 |
| Non-Discretionary | 24 | 2.2 |
| Total | 285 | 6.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.2 | |
| Total | 285 | 6.2 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Global Retirement Partners LLC
✚
|
CA | 119.8 |
|
RPA Financial LLC
✚
|
CA | 6.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Analysts LLC
✚
|
PA | 6.3 |
|
Strategic Wealth Advisors Group LLC
✚
|
KS | 6.3 |
|
Orgel Wealth Management LLC
✚
|
WI | 6.3 |
|
Pentegra Investors Inc
✚
|
NY | 6.2 |
|
Coho Partners Ltd
✚
|
PA | 6.2 |
|
Summit Financial LLC
✚
|
NJ | 6.2 |
|
Guided Choice Asset Management Inc
✚
|
NV | 6.1 |
|
United Planners' Financial Services of America A Limited Partner
✚
|
AZ | 6.1 |
|
Greenspring Advisors LLC
✚
|
MD | 6.0 |
|
Independent Financial Group LLC
✚
|
CA | 6.0 |