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Building 2RPG INVESTMENT ADVISORY, LLC

Map pinPLEASANTON, CA
Phone(925) 384-0071
NotebookSEC #801-80481
Total AUM
$1B
Employees
9
Clients
953

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6600 KOLL CENTER PKWY.
#100
PLEASANTON
CA 94566
United States
Operating Hours
7:00 AM TO 4:00 PM
Monday - Friday
Phone
(925) 384-0071

ReceiptFinancials

Total AUM
$1B
Accounts
953
Discretionary
$1B
Accounts
953
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
953
AUM
$1B

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCAFLLAMSNENHNVORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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