David Michael Gatti

Risk Paradigm Group, LLC

14 Years of Experience

3 Disclosures

View SEC Summary

Areas of Practice

Investment Management

Risk Paradigm Group, LLC

Compensation

Fee-Only (AUM)

Firm Size

2 advisors

Number of Clients

4 clients

Average Client Portfolio

$24.9M average

Assets Under Management

$99.5M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

25 Burlington Mall Road, Suite 307, Burlington, MA, 01803

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History

Regulatory History (3)

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Customer Dispute

December 2013

Denied

Customer Dispute

November 2012

Settled

Customer Dispute

March 2012

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

David is a partner at Risk Paradigm Group, LLC since 2011. This activity is not investment-related.

Employment History

Current Registrations

Risk Paradigm Group, LLC

February 2017 - Present · 9 yrs

Rpg Family Wealth Advisory, LLC

October 2011 - Present · 14 yrs 4 mos

State Registrations2 states

MATX

Advisor

Exams

No exam information available for this advisor.