P
$39.8M Total AUM
$28.3M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
24 yrs Firm Age
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- Custodian
- Ascensus · Charles Schwab & Company · Fidelity/NFS · Newport Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-30-2002
- Office Locations
- 1
Office Locations
10777 Northwest Freeway Suite 440 Houston TX
About PRP
Professional Retirement Planning L.P. (PRP) is a registered investment adviser serving retirement plans, trusts, businesses, and individuals. The firm builds diversified, passively managed portfolios using a curated lineup of mutual funds historically available to large institutions, guided by Nobel Prize-winning research (Fama/French, Merton Miller). PRP also provides defined benefit actuarial and 401(k) consulting.
Team overview
-- AVG AGE
$39.8M AVG AUM / ADVISOR
$5.7M AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
24yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
ERNIE FRANCIS GALLIANI
Owner, President, Principal
- CRD
- #4513281
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,332,465 | -- |
| Non-Discretionary | $11,454,206 | -- |
| Total | $39,786,671 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Municipal Bonds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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