RPG FAMILY WEALTH ADVISORY, LLC - Financial Advisor in Massachusetts, Burlington

Tel: (888) 285-8600 25 Burlington Mall Road Suite 404 Burlington, Massachusetts 01803

About RPG FAMILY WEALTH ADVISORY, LLC

RPG FAMILY WEALTH ADVISORY, LLC is a Burlington, Massachusetts based financial advisory firm with nearly $492,260,301 in assets under management and provides investment advisory services for 533 clients. There are currently 24 financial advisors at the firm.

General Information

Firm CRD#:

158528

Firm SEC#:

801-72631

Assets Under Management:

$492,260,301

No. of Clients:

533

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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