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RPG FAMILY WEALTH ADVISORY, LLC

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

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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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