|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| RPR Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 316557 |
| SEC # | 801-129861 |
| CIK # | |
| AUM | $128.8 M (2025-07-16) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 913-274-1452 |
| Address | 8575 W 110th St Overland Park, KS 66210 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 207 | 36.7 |
| (b) Individuals (high net worth individuals) | 29 | 92.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 561 | 128.8 |
| By Discretionary | ||
| Discretionary | 561 | 128.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 561 | 128.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 127.4 | |
| Total | 561 | 128.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Carmandalian Financial Group LLC
✚
|
CA | 0.1 |
|
Shining Rock Advisors LLC
✚
|
0.1 | |
|
Clement Street Capital LLC
✚
|
IL | 0.1 |
|
Huffman & Ross Wealth Management LLC
✚
|
WV | 0.1 |
|
Vested Financial Planning LLC
✚
|
0.1 | |
|
Professional Wealth Management Services LLC
✚
|
NC | 0.1 |
|
JCT Investment Counsel Inc
✚
|
OH | 0.1 |
|
Tactivest LLC
✚
|
0.1 | |
|
Brett Josey Wealth Management LLC
✚
|
0.1 | |
|
Rexford Capital Inc
✚
|
0.1 |