Investment adviser · CRD 135696

RG ADVISOR GROUP

Investment adviser filing (IA)

RG CAPITAL INVESTMENT ADVISORY SERVICES, LLC

PHOENIX, AZ, United States · Form ADV filed Jun 5, 2015

Regulatory AUM
$40M
Form ADV · Item 5.F
Client accounts
70
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 5, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly

Principal office

5415 EAST HIGH STREET, SUITE 265
PHOENIX, AZ, 85054, United States

CRD 135696

Filing source

Form ADV 926122 · Jun 5, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.