Assets Under Management
$590.3M
Number of Clients
565
Number of Advisors
12
Average Client AUM
$1.0M
AUM per Advisor
$49.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
RPg Family Wealth Advisory offers wealth management services including financial planning, consulting, and investment management. They construct customized portfolios using various securities and may utilize third-party investment managers. The firm acts as a fiduciary, prioritizing client interests and mitigating conflicts of interest.
25 Burlington Mall Road, Suite 404, Burlington, MA, 01803