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Rkg Financial, Inc. (Marlborough)


Rkg Financial, Inc. is a large advisory firm based in Marlborough. It manages $102 million of regulatory assets for 770 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Massachusetts.

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Rkg Financial provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rkg Financial: assets under management

The assets under management (AUM) of Rkg Financial, Inc. is $102 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $102 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $132.47 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rkg Financial, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Marlborough

The principal office where Rkg Financial, Inc. performs its advisory services is located at 61 Florence Street, Marlborough, MA 01752, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 508-480-8383 or by fax 508-485-8161. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at rkgfinancial.com.


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