Rpa Financial, LLC (San Rafael)

Rpa Financial provides financial planning services and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rpa Financial: assets under management

The assets under management (AUM) of Rpa Financial, LLC is $12.6 billion. The firm's AUM has grown by 755% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $656.32 million in discretionary accounts and $11.95 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.05 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $628.85 million.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rpa Financial, LLC 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.

What kind of clients Rpa Financial serves?

The only and largest group of clients of Rpa Financial is pension and profit sharing plans with 149 clients and $12.6 billion of assets under management. Among the 9 most similar advisory firms, Rpa Financial has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $12.6 billion for 149 clients. None of the firm’s clients are foreign persons or businesses.

Rpa Financial doesn't advise any private funds.

Careers at Rpa Financial, LLC

The company employs 12 people that are either part- or full-time employees. 17 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 12 indirect owners.

Based in San Rafael

The principal office where Rpa Financial, LLC performs its advisory services is located at 4340 Redwood Highway, San Rafael, CA 94903, which is also the mailing address of the firm. An additional office of the firm is in Charlotte, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-526-2753. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.

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