Rbp Investment Advisors Inc. (Grants Pass)

Name: Rbp Investment Advisors Inc.
Address: 898 Breezy Lane, Grants Pass, OR, 97527
Telephone: (888) 806-0604

Rbp Investment Advisors Inc. is a large advisory firm based in Grants Pass. It manages $120.86 million of regulatory assets for 315 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Oregon, Texas, and Washington.

Rbp Investment Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rbp Investment Advisors: assets under management

The assets under management (AUM) of Rbp Investment Advisors Inc. is $120.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $120.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $383.69 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 62% of the total AUM. The second-largest asset type is exchange traded securities, which make up 28% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rbp Investment Advisors Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Richard Bill Pear serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Richard Bill Pear is high net worth individuals with 52 clients and $88.81 million of assets under management. Among the 6 most similar advisory firms, Rbp Investment Advisors has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $120.86 million for 132 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Rbp Investment Advisors doesn't advise any private funds.

Careers at Rbp Investment Advisors Inc.

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Richard Bill Pear has been acting as President since 1 Sep 2005. Peter Frederick Landini joined the executive team most recently as the Sr. Vice President Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Bill Pear	President/chief compliance officer	1 Sep 2005	50% - 75%	358744
Peter Frederick Landini	Sr. vice president treasurer	1 Oct 2005	25% - 50%	1618991

Based in Grants Pass

The principal office where Rbp Investment Advisors Inc. performs its advisory services is located at 898 Breezy Lane, Grants Pass, OR 97527, which is also the mailing address of the firm. An additional office of the firm is in Alamo, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (888) 806-0604 or by fax (888) 806-0604. The normal business hours are 7:00 a.m. - 3:00 p.m. on Monday - Friday. You can find more information about the New York firm at rbpia.com.