Rpa Financial, LLC

Rpa Financial, LLC (CRD# 294105) is a financial advisory firm headquartered in San Rafael, CA. They manage $5,251,417,811 in 115 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
4340 Redwood Highway, Suite B60, San Rafael, CA 94903
By the Numbers
  • Total Assets Under Management
    5,251
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $45,664,503
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, GA, IN, MI, NC, OH, PA, SC, TN

Financial Advisors at Rpa Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Witz, financial advisor Fort Mill SC
David J. Witz
CRD#: 1112773
Fort Mill, SC

David Witz (CRD# 1112773) is an Investment Advisor Representative working at Rpa Financial, LLC in Fort Mill, SC and has over 40 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