RIA Intel›Advisers›Pennsylvania›RPH FINANCIAL SERVICES, INC.

RPH FINANCIAL SERVICES, INC.

Advisory

N·STROUDSBURG, PA

Data as of Mar 26, 2019 · Source: SEC Form ADV

Total AUM

$151M

1-Year AUM Growth

-13.1%

3-Year CAGR

-2.2%

Employees

2

Assets Under Management

Total AUM$151M

Discretionary AUM$151M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees2

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record2

First FilingAug 29, 2018

Latest FilingMar 26, 2019

Full AUM trend chart and 2 historical filings spanning 1+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on RPH FINANCIAL SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.