Risk Paradigm Group, LLC

Risk Paradigm Group, LLC (CRD# 155870) is a financial advisory firm headquartered in Burlington, MA. They manage $81,481,650 in 378 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
25 Burlington Mall Road, Suite 404, Burlington, MA 01803
https://www.linkedin.com/company/risk-paradigm-group/
By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    378
    ACCOUNTS
  • Average Account Value
    $215,560
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, MI

Financial Advisors at Risk Paradigm Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Gatti, financial advisor Burlington MA
David M. Gatti
CRD#: 2415422
25 Burlington Mall Road, Suite 307, Burlington, MA 01803

David Gatti (CRD# 2415422) is an Investment Advisor Representative working at Risk Paradigm Group, LLC in Burlington, MA and has over 30 years of experience in the finance industry.

2
James Peters, financial advisor Birmingham MI
James F. Peters
CRD#: 1543053
255 East Brown Street, Suite 101, Birmingham, MI 48009

James Peters (CRD# 1543053) is an Investment Advisor Representative working at Risk Paradigm Group, LLC in Birmingham, MI and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals