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RPA FINANCIAL, LLC
CRD 294105 · SEC 801-113540
4340 REDWOOD HIGHWAY, SUITE B60, SAN RAFAEL, CA, 94903, United States
Phone
415-526-2753
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.88B
Discretionary AUM
$8.85B
Team
12 total employees; 4 advisory reps; 16 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 339 | $10.88B |
States served
CA, GA, IN, MI, NC, OH, PA, SC, TN
Official SEC filing: View on IAPD