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Building 2RPA FINANCIAL, LLC

Map pinSAN RAFAEL, CA
Phone415-526-2753
NotebookSEC #801-113540
Total AUM
$10.9B
Employees
12
Clients
339

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4340 REDWOOD HIGHWAY
SUITE B60
SAN RAFAEL
CA 94903
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
415-526-2753
Other Offices
1

ReceiptFinancials

Total AUM
$10.9B
Accounts
323
Discretionary
$8.9B
Accounts
293
Non-Discretionary
$2B
Accounts
30

ContactClients

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Pension/Profit Sharing Plan Clients
339
AUM
$10.9B

Briefcase businessServices

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Services Offered
Pension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGAINMINCOHPASCTN

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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