Rpg Investment Advisory, LLC
● SEC registered since 2014CRD 172173SEC# 801-80481Pleasanton, CA
Reg. AUM
$1.04B
Employees
9
Accounts
953
Location
Pleasanton, CA
Rpg Investment Advisory, LLC assets under management
Rpg Investment Advisory, LLC is an investment advisory firm registered with the SEC based in Pleasanton, CA. The firm has been registered since 2014. It reports $1 billion in regulatory assets under management and employs 9 people.
Rpg Investment Advisory, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kristen Valentine Control | Chief Compliance Officer | Under 5% | 2019 |
| Matthew Oscar Vera Control | Managing Member | 25-50% | 2014 |
| Richard M Greer Control | Managing Member | 25-50% | 2014 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Rpg Investment Advisory, LLC manage?
Rpg Investment Advisory, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Rpg Investment Advisory, LLC have?
Rpg Investment Advisory, LLC reports 9 employees.
Where is Rpg Investment Advisory, LLC located?
Rpg Investment Advisory, LLC is based in Pleasanton, CA and has been SEC-registered since 2014.
Does Rpg Investment Advisory, LLC disclose fund performance?
Rpg Investment Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6600 Koll Center Pkwy., #100, Pleasanton, CA 94566 |
| Phone | (925) 384-0071 |
| Fax | (925) 384-0072 |
| Office hours | 7:00 a.m. To 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 166666 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.04B▲ 22%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.04Bregulatory AUM
Discretionary $1.04B