This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2005
- Office Locations
- 2
Office Locations
About RBP Investment Advisors Inc.
RBP Investment Advisors provides research-driven, customized portfolio management and holistic financial planning for individuals and families, including those nearing retirement and managing generational wealth. The firm builds diversified, tax-aware portfolios (not model-driven), delivers a written Investment Policy Statement, and provides ongoing performance and tax reporting. Services also include retirement distribution and estate planning with trust and charitable strategies; custody includes Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD BILL PEAR
President
- CRD
- #358744
- Ownership
- 50% but less than 75%
PETER FREDERICK LANDINI
Principal, Senior Vice President, TREASURER
- CRD
- #1618991
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $181,527,626 | $734,930 |
| Non-Discretionary | $0 | -- |
| Total | $181,527,626 | $734,930 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing