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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 |