Juan Donabedian

Rpg Family Wealth Advisory, LLC

16 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Rpg Family Wealth Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

565 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$590.3M

Fee Structure

Location

25 Burlington Mall Road, Suite 404, Burlington, MA, 01803

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Juan owns a residential condo rental property since January 2024. This activity requires minimal time and is both investment and non-investment related.

Employment History

Current Registrations

Rpg Family Wealth Advisory, LLC

June 2015 - Present · 10 yrs 8 mos

Previous Registrations

Detwiler Fenton Investment Management LLC

August 2010 - July 2015 · 4 yrs 11 mos

Detwiler Fenton & CO.

August 2009 - December 2010 · 1 yr 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.