RBP INVESTMENT ADVISORS INC.
Adviser information for RBP INVESTMENT ADVISORS INC. last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 297 | $156.1M |
| Non-Discretionary | 0 | $0 |
| Total | 297 | $156.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 59 | $24.5M |
| HNW Individuals | 61 | $123.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $7.9M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-64902 |
|---|---|
| SEC ERA File Number | 801-64902 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 137830 |
| Legal Entity Identifier | None |
Principal Office
3201 DANVILLE BLVD.SUITE 185
ALAMO
CA
United States
Monday - Friday, 8:00 A.M. - 4:00 P.M.
Tel: (925) 855-3880, Fax: (925) 553-3555
Websites
Chief Compliance Officer
RICHARD B. PEAR
PRESIDENT
12365 W. TYLER TRAIL
PEORIA
AZ
United States
Tel:
(888) 806-0604
Fax:
(888) 806-0604
O*****@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PEAR, RICHARD, BILL | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 09/2005 | 50-75% |
| LANDINI, PETER, FREDERICK | Individual | – | SR. VICE PRESIDENT TREASURER | 10/2005 | 25-50% |