Mitchell Alan Goldfeld

Rpg Family Wealth Advisory, LLC

17 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Rpg Family Wealth Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

565 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$590.3M

Fee Structure

Location

25 Burlington Mall Road, Suite 404, Burlington, MA, 01803

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History

Regulatory History (1)

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Customer Dispute

February 2009

Denied

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Other Business Activities

Mitchell is involved in music and band promotions, dedicating minimal time and receiving no compensation. He also serves on the board of advisors for Save Serve and is the chairman of the North Shore Jazz Project, both non-investment related activities with minimal time commitment and no compensation.

Employment History

Current Registrations

Rpg Family Wealth Advisory, LLC

June 2015 - Present · 10 yrs 8 mos

Previous Registrations

Detwiler Fenton Investment Management LLC

August 2010 - July 2015 · 4 yrs 11 mos

Detwiler Fenton & CO.

August 2009 - December 2010 · 1 yr 4 mos

UBS Financial Services INC.

March 2008 - September 2009 · 1 yr 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.