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| RPC Private Wealth LLC
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| |
|---|---|
| CRD # | 298527 |
| SEC # | 801-116685 |
| CIK # | |
| AUM | $220.7 MM (2024-03-25) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 630-887-8488 |
| Address | 120 E Ogden Avenue Hinsdale, IL 60521 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 263 | 84.4 |
| (b) Individuals (high net worth individuals) | 59 | 129.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 6.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,095 | 220.7 |
| By Discretionary | ||
| Discretionary | 1,087 | 218.8 |
| Non-Discretionary | 8 | 1.9 |
| Total | 1,095 | 220.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 220.7 | |
| Total | 1,095 | 220.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Calabasas Advisory Group LLC
✚
|
CA | 0.2 |
|
Clientfirst Wealth Management LLC
✚
|
AR | 0.2 |
|
Piermont Wealth Management Inc
✚
|
NY | 0.2 |
|
BCP Advisors LLC
✚
|
FL | 0.2 |
|
New England Financial Planning Group LLC
✚
|
MA | 0.2 |
|
Liberty Private Client LLC
✚
|
FL | 0.2 |
|
Greenhouse Wealth Management LLC
✚
|
CT | 0.2 |
|
Spreng Capital Management Inc
✚
|
OH | 0.2 |
|
Ransom Advisory Ltd
✚
|
RI | 0.2 |
|
Comprehensive Financial Planning Corporation
✚
|
VA | 0.2 |