RIA Intelligence

RNP ADVISORY SERVICES, INC.

CRD #113354 SEC #801-60884 MORGAN HILL, CA 408-779-0699
SEC Registered
Total AUM
$451M
Discretionary
$265.8M
Employees
8
Clients
251
Accounts
870

AUM Over Time

DateMay 2020
Total AUM$451M
Discretionary$265.8M
Non-Disc.$185.2M
Employees8
Clients0
DateMar 2019
Total AUM$424.3M
Discretionary$223.8M
Non-Disc.$200.5M
Employees8
Clients0
DateMar 2018
Total AUM$349.2M
Discretionary$202.5M
Non-Disc.$146.7M
Employees11
Clients1
DateAug 2017
Total AUM$349.2M
Discretionary$202.5M
Non-Disc.$146.7M
Employees11
Clients500
DateApr 2017
Total AUM$349.2M
Discretionary$202.5M
Non-Disc.$146.7M
Employees11
Clients500
DateMay 2016
Total AUM$300.5M
Discretionary$142M
Non-Disc.$158.5M
Employees10
Clients500
DateMar 2016
Total AUM$300.5M
Discretionary$142M
Non-Disc.$158.5M
Employees10
Clients500
DateAug 2015
Total AUM$299.1M
Discretionary$289.1M
Non-Disc.$10.1M
Employees9
Clients500
DateJun 2015
Total AUM$299.1M
Discretionary$0
Non-Disc.$299.1M
Employees9
Clients500
DateMay 2015
Total AUM$299.1M
Discretionary$0
Non-Disc.$299.1M
Employees9
Clients500
DateApr 2015
Total AUM$299.1M
Discretionary$0
Non-Disc.$299.1M
Employees9
Clients500
DateOct 2014
Total AUM$281.6M
Discretionary$0
Non-Disc.$281.6M
Employees7
Clients300
DateOct 2014
Total AUM$281.6M
Discretionary$0
Non-Disc.$281.6M
Employees7
Clients300
DateOct 2014
Total AUM$281.6M
Discretionary$0
Non-Disc.$281.6M
Employees7
Clients300
DateMar 2014
Total AUM$281.6M
Discretionary$0
Non-Disc.$281.6M
Employees7
Clients300
DateOct 2013
Total AUM$233.3M
Discretionary$0
Non-Disc.$233.3M
Employees7
Clients300
DateOct 2013
Total AUM$233.3M
Discretionary$0
Non-Disc.$233.3M
Employees7
Clients300
DateApr 2013
Total AUM$233.3M
Discretionary$0
Non-Disc.$233.3M
Employees7
Clients300
DateJun 2012
Total AUM$191.7M
Discretionary$0
Non-Disc.$191.7M
Employees6
Clients200
DateMar 2012
Total AUM$191.7M
Discretionary$0
Non-Disc.$191.7M
Employees6
Clients200
DateApr 2011
Total AUM$189.8M
Discretionary$0
Non-Disc.$189.8M
Employees10
Clients--
DateApr 2010
Total AUM$179.7M
Discretionary$0
Non-Disc.$179.7M
Employees10
Clients--
DateMar 2007
Total AUM$119.7M
Discretionary$0
Non-Disc.$119.7M
Employees10
Clients--
DateMar 2006
Total AUM$78M
Discretionary$0
Non-Disc.$78M
Employees10
Clients--
DateJan 2006
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees10
Clients--
DateJun 2004
Total AUM$58.1M
Discretionary$0
Non-Disc.$58.1M
Employees5
Clients--
DateApr 2004
Total AUM$58.1M
Discretionary$0
Non-Disc.$58.1M
Employees5
Clients--
DateApr 2004
Total AUM$58.1M
Discretionary$0
Non-Disc.$58.1M
Employees5
Clients--