RPg Family Wealth Advisory is an investment advisor in Burlington with $421.47 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
452697066
SEC advisor number
801-72631
FINRA CRD number
158528
AUM ?
$420.12 mm
(as of 30 Nov 23)
Accounts
1,424
(as of 30 Nov 23)
Employees
17
(13 investment advisory or research)
Address
RPg Family Wealth Advisory
25 BURLINGTON MALL ROAD
SUITE 307
BURLINGTON
MA 01803
25 BURLINGTON MALL ROAD
SUITE 307
BURLINGTON
MA 01803
Phone
781-547-8660
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21