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Building 2RBP INVESTMENT ADVISORS INC.

Map pin
Phone(925) 855-3880
NotebookSEC #801-64902
Total AUM
$181.5M
Employees
4
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
(925) 855-3880
Other Offices
1

ReceiptFinancials

Total AUM
$181.5M
Accounts
247
Discretionary
$181.5M
Accounts
247
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$25.6M
HNW Individual Clients
59
AUM
$147.2M
Pension/Profit Sharing Plan Clients
1
AUM
$8.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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