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RPG INVESTMENT ADVISORY, LLC

CRD 172173 · SEC 801-80481

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6600 KOLL CENTER PKWY., #100, PLEASANTON, CA, 94566, United States

Phone

(925) 384-0071

Fax

(925) 384-0072

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.04B

Discretionary AUM

$1.04B

Team

9 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals953$1.04B

States served

AL, AZ, CA, LA, MS, NE, NV, OR, UT, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD