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RPG FAMILY WEALTH ADVISORY, LLC
Tel: (888) 285-8600
25 Burlington Mall Road Suite 404
Burlington, Massachusetts 01803
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
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
Firm CRD#:
158528
SEC#:
801-72631
No. of Clients:
533
Assets under Management
$492,260,301
No. of Advisors:
24
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