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RBP INVESTMENT ADVISORS INC.
CRD 137830 · SEC 801-64902
AZ, United States
Phone
(925) 855-3880
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$181.5M
Discretionary AUM
$181.5M
Team
4 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $25.6M |
| High net worth individuals | 59 | $147.2M |
States served
AZ, CA, OR, TX
All web addresses on file
Official SEC filing: View on IAPD