Rpg Investment Advisory, LLC

RPG Investment Advisory, LLC is a registered investment adviser based in Pleasanton, CA, established in 2014. The firm offers portfolio management and financial planning services tailored to individual clients. For portfolio management, clients can opt for discretionary or non-discretionary services, with fees up to 1.25% per annum. RPG primarily recommends various securities and does not impose a minimum account size requirement. The firm acts as a fiduciary, obligated to act in clients' best interests, with assets under management totaling $858,493,392 as of December 31, 2024. RPG conducts fundamental research and technical analysis to select securities for client portfolios, offering three main strategies: Income Focused, Balanced, and Growth Focused. The firm's investment strategies involve long-term and short-term purchases, margin transactions, and options trading. RPG does not accept performance-based fees or engage in side-by-side management. The firm's Code of Ethics ensures professional conduct, and clients have discretion over their investment parameters. RPG does not vote proxies on behalf of clients and maintains a Business Continuity Plan for disaster recovery. The firm's Privacy Policy safeguards client information and restricts sharing except in specific circumstances outlined in the policy. Clients can request a full copy of the Privacy Policy from RPG's Compliance Officer.