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Overview

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Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
iShares Core S&P 500 ETF $4,168,000
iShares MSCI Japan ETF $3,864,000
iShares 7-10 Year Treasury Bond ETF $3,635,000
iShares MSCI ACWI ETF $3,007,000
iShares S&P 500 Growth ETF $2,724,000
iShares S&P Small-Cap 600 Growth ETF $2,659,000
iShares S&P Small-Cap 600 Value ETF $2,656,000
iShares US Real Estate ETF $2,468,000
SPDR Bloomberg Barclays International Treasury Bond ETF $1,907,000
SPDR Bloomberg Barclays International Corporate Bond ETF $1,879,000
SPDR Blackstone/GSO Senior Loan ETF $1,865,000
First Trust Consumer Staples AlphaDEX Fund $1,823,000
First Trust Consumer Discretionary AlphaDEX Fund $1,789,000
iShares Core US Aggregate Bond ETF $1,579,000
iShares MBS ETF $1,519,000
iShares Core MSCI EAFE ETF $1,511,000
First Trust S&P REIT Index Fund $1,504,000
First Trust Large Cap Core AlphaDEX Fund $1,460,000
Financial Select Sector SPDR Fund $1,441,000
Consumer Discretionary Select Sector SPDR Fund $1,438,000
Consumer Staples Select Sector SPDR Fund $1,288,000
Technology Select Sector SPDR Fund $1,277,000
Utilities Select Sector SPDR Fund $1,277,000
iShares US Healthcare ETF $1,276,000
Industrial Select Sector SPDR Fund $1,273,000
iShares Europe ETF $1,189,000
iShares S&P Mid-Cap 400 Value ETF $1,044,000
iShares S&P 500 Value ETF $861,000
iShares S&P Mid-Cap 400 Growth ETF $859,000
iShares Core S&P Small-Cap ETF $840,000
iShares Core S&P Mid-Cap ETF $696,000
Vanguard Long-Term Corporate Bond Index Fund $526,000
Guggenheim S&P 500 Equal Weight ETF $440,000
iShares iBoxx $ High Yield Corporate Bond ETF $400,000
Vanguard Short-Term Inflation-Protected Securities Index Fund $394,000
iShares US Technology ETF $347,000
iShares JPMorgan USD Emerging Markets Bond ETF $340,000
ProShares Ultra Financials $338,000
iShares MSCI China ETF $282,000
Materials Select Sector SPDR Fund $214,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $187,000
iShares US Industrials ETF $147,000
SPDR Gold Shares $100,000
iShares US Utilities ETF $99,000
Schwab US Large-Cap ETF $98,000
JPMorgan Alerian MLP Index Exchange Traded Notes $95,000
iShares US Energy ETF $89,000
PureFunds ISE Cyber Security ETF $89,000
iShares Silver Trust $68,000
Vanguard Mega Cap Value Index Fund $58,000
Vanguard S&P Mid-Cap 400 Index Fund $57,000
Alerian MLP ETF $56,000
Vanguard European Stock Index Fund $33,000
Vanguard Mega Cap Growth Index Fund $31,000
PowerShares Emerging Markets Sovereign Debt Portfolio $28,000
ProShares VIX Short-Term Futures ETF $24,000
iShares MSCI EAFE ETF $23,000
VanEck Vectors Gold Miners ETF $18,000
Health Care Select Sector SPDR Fund $16,000
iShares S&P 100 ETF $13,000
WisdomTree Japan Hedged Equity Fund $13,000
WisdomTree International LargeCap Dividend Fund $12,000
iShares 1-3 Year Treasury Bond ETF $11,000
SPDR Bloomberg Barclays High Yield Bond ETF $10,000

    Assets

    Assets

    Last updated on June 16, 2019
      • $69.2M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 440
        Accounts
      • $157.2K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    4

    name start date
    James F Peters
    July 2016
    Jason Allen Mcginty
    December 2015
    David Michael Gatti
    February 2017
    Benjamin John Zimmer
    June 2018

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Rpg Family Wealth Advisory, LLC IAR $250,173,049

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        David Michael Gatti Chief Executive Officer September, 2011 less than 5%
        Brandon Leigh Lamb Chief Compliance Officer March, 2015 less than 5%
        Jason Allen Mcginty Founding Partner September, 2011 less than 5%
        Robert Duff Mccauley Chief Financial Officer April, 2013 less than 5%
        Mariann Dube Chief Administrative Officer April, 2013 less than 5%
        Christopher Stephen Jensen Member September, 2011 less than 5%
        Mark Boyd Reinking Member September, 2011 less than 5%
        Hugh Patrick Maginnis Member September, 2011 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets