Investment adviser · CRD 113354

RNP ADVISORY SERVICES, INC.

Investment adviser filing (IA)

MORGAN HILL, CA, United States · Form ADV filed May 15, 2020

Regulatory AUM: $451M
Client accounts: 870
Employees: 8
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Retirement plans	14	$196,388,969	43.5%
High-net-worth individuals	54	$137,680,357	30.5%
Individuals	370	$111,137,345	24.6%
Charities	5	$5,062,956	1.1%
Corporations & businesses	12	$772,029	0.2%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 1421125 · May 15, 2020 · Item 5.D

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

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: May 15, 2020. View historical filings

Reported services

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

Compensation

Percentage of assets · Hourly · Fixed

Principal office

17190 S MONTEREY ROAD, STE 202
MORGAN HILL, CA, 95037, United States

CRD 113354

Filing source

Form ADV 1421125 · May 15, 2020 · 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.