RNP ADVISORY SERVICES, INC.

CRD #113354 SEC #801-60884 MORGAN HILL, CA 408-779-0699

SEC Registered

Total AUM

$451M

Discretionary

$265.8M

Employees

Clients

251

Accounts

870

Firm Details

Organization Type: Corporation
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 15, 2020
Branch Offices: 3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
NEWQUIST, DANIEL, THOMAS	I	PRINCIPAL, SENIOR WEALTH ADVISOR	NA	Control
NEWQUIST, TRACY, LEE	I	PRINCIPAL, PRESIDENT, CHIEF COMPLIANCE OFFICER	NA	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	NA	Control
ROONEY, KEVIN, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROONEY, KEVIN, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROONEY, KEVIN, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	PRESIDENT & CEO	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	PRESIDENT & CEO	D	Control
REINHARDT, CARL, HEINZ	I	PRESIDENT & CEO	D	Control
REINHARDT, CARL, HEINZ	I	PRESIDENT & CEO	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	D	Control
REINHARDT, GERALDINE	I	SECRETARY / TREASURER	D	Control
REINHARDT, GERALDINE	I	SECRETARY / TREASURER	D	Control
REINHARDT, GERALDINE	I	SECRETARY / TREASURER	D	Control
REINHARDT, GERALDINE	I	SECRETARY / TREASURER	D	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER	C	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER	C	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER	C	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER	C	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER	C	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER	C	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER	C	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER	C	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER	C	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER	C	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER	C	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER	C	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER	C	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER	C	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER	C	Control
NEWQUIST, DANIEL, THOMAS	I	PRINCIPAL, OWNER, SENIOR WEALTH ADVISOR	C	Control
NEWQUIST, DANIEL, THOMAS	I	PRINCIPAL, OWNER, SENIOR WEALTH ADVISOR	C	Control
NEWQUIST, DANIEL, THOMAS	I	PRINCIPAL, OWNER, SENIOR WEALTH ADVISOR	C	Control
NEWQUIST, DANIEL, THOMAS	I	PRINCIPAL, OWNER, SENIOR WEALTH ADVISOR	C	Control
NEWQUIST, DANIEL, THOMAS	I	PRINCIPAL, OWNER, SENIOR WEALTH ADVISOR	C	Control
NEWQUIST, TRACY, LEE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
NEWQUIST, TRACY, LEE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
NEWQUIST, TRACY, LEE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
NEWQUIST, TRACY, LEE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
NEWQUIST, TRACY, LEE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
NEWQUIST, TRACY, LEE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
NEWQUIST, TRACY, LEE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
NEWQUIST, TRACY, LEE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
NEWQUIST, TRACY, LEE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
NEWQUIST, TRACY, LEE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
NEWQUIST, TRACY, LEE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
NEWQUIST, TRACY, LEE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
NEWQUIST, TRACY, LEE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
NEWQUIST, TRACY, LEE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
NEWQUIST, TRACY, LEE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
NEWQUIST, TRACY, LEE	I	PRINCIPAL, OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
NEWQUIST, TRACY, LEE	I	PRINCIPAL, OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	C	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	C	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	C	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	C	Control
REINHARDT, CARL, HEINZ	I	CHAIRMAN	C	Control
REINHARDT, MATTHEW, J	I	OWNER, WEALTH ADVISOR, PRINCIPAL	C	Control
REINHARDT, MATTHEW, JAMES	I	OWNER, WEALTH ADVISOR, PRINCIPAL	C	Control
REINHARDT, MATTHEW, JAMES	I	OWNER, WEALTH ADVISOR, PRINCIPAL	C	Control
REINHARDT, MATTHEW, JAMES	I	OWNER, WEALTH ADVISOR, PRINCIPAL	C	Control
REINHARDT, MATTHEW, JAMES	I	OWNER, WEALTH ADVISOR, PRINCIPAL	C	Control
REINHARDT, MATTHEW, JAMES	I	SHAREHOLDER, WEALTH ADVISOR, PRINCIPAL	C	Control
THE CARL AND GERALDINE REINHARDT LIVING TRUST	DE	SHAREHOLDER	C	Control
THE NEWQUIST FAMILY TRUST	DE	SHAREHOLDER	C	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER, PRESIDENT	B	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER, PRESIDENT	B	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER, PRESIDENT	B	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER, PRESIDENT	B	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER, PRESIDENT	B	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER, PRESIDENT	B	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER, PRESIDENT	B	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER, PRESIDENT	B	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER, PRESIDENT	B	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER, PRESIDENT	B	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER, PRESIDENT	B	Control
NEWQUIST, DANIEL, THOMAS	I	OWNER, PRESIDENT	B	Control
NEWQUIST, GARY, MELVILLE	I	OWNER	B	Control
NEWQUIST, GARY, MELVILLE	I	OWNER	B	Control
NEWQUIST, GARY, MELVILLE	I	OWNER	B
NEWQUIST, GARY, MELVILLE	I	OWNER	B
NEWQUIST, GARY, MELVILLE	I	OWNER	B
NEWQUIST, GARY, MELVILLE	I	OWNER	B
NEWQUIST, GARY, MELVILLE	I	OWNER	B
NEWQUIST, GARY, MELVILLE	I	OWNER	B
NEWQUIST, GARY, MELVILLE	I	OWNER	B
NEWQUIST, GARY, MELVILLE	I	OWNER	B
NEWQUIST, GARY, MELVILLE	I	OWNER	B
NEWQUIST, GARY, MELVILLE	I	OWNER	B
NEWQUIST, GARY, MELVILLE	I	OWNER	B
NEWQUIST, GARY, MELVILLE	I	OWNER	B
NEWQUIST, TRACY, LEE	I	CHIEF COMPLIANCE OFFICER	B	Control
NEWQUIST, TRACY, LEE	I	OWNER/CHIEF COMPLIANCE OFFICER	B	Control
NEWQUIST, TRACY, LEE	I	CHIEF COMPLIANCE OFFICER	B	Control
NEWQUIST, TRACY, LEE	I	CHIEF COMPLIANCE OFFICER	B	Control
NEWQUIST, TRACY, LEE	I	CHIEF COMPLIANCE OFFICER	B	Control
NEWQUIST, TRACY, LEE	I	CHIEF COMPLIANCE OFFICER	B	Control
NEWQUIST, TRACY, LEE	I	CHIEF COMPLIANCE OFFICER	B	Control
NEWQUIST, TRACY, LEE	I	CHIEF COMPLIANCE OFFICER	B	Control
NEWQUIST, TRACY, LEE	I	CHIEF COMPLIANCE OFFICER	B	Control
NEWQUIST, TRACY, LEE	I	CHIEF COMPLIANCE OFFICER	B	Control
NEWQUIST, TRACY, LEE	I	CHIEF COMPLIANCE OFFICER	B	Control
NEWQUIST, TRACY, LEE	I	CHIEF COMPLIANCE OFFICER	B	Control
NEWQUIST, TRACY, LEE	I	PRINCIPAL, OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER	B	Control
NEWQUIST, TRACY, LEE	I	PRINCIPAL, OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER	B	Control
NEWQUIST, TRACY, LEE	I	PRINCIPAL, OWNER, PRESIDENT, CHIEF COMPLIANCE OFFICER	B	Control
POTTS, ALEXANDER, BENNETT	I	CEO	B	Control
REINHARDT, ERICH, KARL	I	PRESIDENT	B	Control
REINHARDT, ERICH, KARL	I	PRESIDENT	B	Control
REINHARDT, ERICH, KARL	I	OWNER	B
REINHARDT, ERICH, KARL	I	OWNER	B
POTTS, ALEXANDER, BENNETT	I	DIRECTOR	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
NEWQUIST, DANIEL, THOMAS	I	THE NEWQUIST FAMILY TRUST	D	Control
NEWQUIST, TRACY, LEE	I	THE NEWQUIST FAMILY TRUST	D	Control
REINHARDT, CARL, HEINZ	I	THE CARL AND GERALDINE REINHARDT LIVING TRUST	D	Control
REINHARDT, GERALDINE	I	THE CARL AND GERALDINE REINHARDT LIVING TRUST	D	Control

Registrations

Federal

May 15, 2020 REGISTERED

Notice Filings (9)

CA FL NH NJ NV OR TX UT WA

Address

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

Phone: 408-779-0699