Insights

Niche Market Focus (k)RPG primarily serves private individuals, families, and select corporate clients within a broad range of US states, creating opportunities to tailor targeted marketing strategies and expand service offerings to high-net-worth individuals and businesses.

Holistic Financial Services With expertise spanning retirement plans, investment management, and comprehensive financial planning, there is a potential to cross-sell advanced financial tools and digital solutions that enhance their client advisory processes.

Technology Stack Utilizing cloud-based tools like Amazon S3, Google Workspace, and advanced monitoring services shows openness to tech-driven efficiencies, presenting prospects to introduce new fintech integrations or cybersecurity solutions to improve operational security.

Revenue Growth Potential Operating with a revenue between 1 million and 10 million and a lean team indicates ample scope for scalable solutions in client acquisition platforms, marketing automation, and CRM enhancements to support further growth.

Industry Alignment Positioned within the boutique wealth management sector and competing with small to mid-sized firms, (k)RPG is an ideal candidate for premium technology integrations, compliance tools, and personalized client engagement products tailored for financial advisory firms.

Similar companies to (k)RPG, LLC

(k)RPG, LLC Tech Stack

(k)RPG, LLC uses 8 technology products and services including Cloudflare CDN, Amazon S3, Google Workspace, and more. Explore (k)RPG, LLC's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Amazon S3
    Content Delivery Network
  • Google Workspace
    Email
  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • Site24x7
    Real User Monitoring
  • Datadog
    Real User Monitoring
  • Cloudflare Bot Management
    Security

Media & News

(k)RPG, LLC's Email Address Formats

(k)RPG, LLC uses at least 1 format(s):
(k)RPG, LLC Email FormatsExamplePercentage
First@k-rpg.comJohn@k-rpg.com
50%
First@k-rpg.comJohn@k-rpg.com
50%

Frequently Asked Questions

Where is (k)RPG, LLC's headquarters located?

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(k)RPG, LLC's main headquarters is located at 9711 Washingtonian Blvd Ste 420 Gaithersburg, Maryland 20878 US. The company has employees across 1 continents, including North America.

What is (k)RPG, LLC's phone number?

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You can contact (k)RPG, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is (k)RPG, LLC's official website and social media links?

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(k)RPG, LLC's official website is k-rpg.com and has social profiles on LinkedIn.

How much revenue does (k)RPG, LLC generate?

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As of May 2021, (k)RPG, LLC's annual revenue is estimated to be $500K.

What is (k)RPG, LLC's SIC code NAICS code?

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(k)RPG, LLC's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does (k)RPG, LLC have currently?

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As of May 2021, (k)RPG, LLC has approximately 11 employees across 1 continents, including North America. Key team members include Client Relationship Manager: R. K.Customer Relationship Manager: H. K.Senior Financial Advisor: T. T.. Explore (k)RPG, LLC's employee directory with LeadIQ.

What industry does (k)RPG, LLC belong to?

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(k)RPG, LLC operates in the Financial Services industry.

What technology does (k)RPG, LLC use?

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(k)RPG, LLC's tech stack includes Cloudflare CDNAmazon S3Google WorkspaceFont AwesomeGoogle Fonts APISite24x7DatadogCloudflare Bot Management.

What is (k)RPG, LLC's email format?

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(k)RPG, LLC's email format typically follows the pattern of First@k-rpg.com. Find more (k)RPG, LLC email formats with LeadIQ.

When was (k)RPG, LLC founded?

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(k)RPG, LLC was founded in 1991.

(k)RPG, LLC

Financial ServicesMaryland, United States11-50 Employees

(k)RPG, LLC is a privately-held independent boutique wealth management firm that offers advisory services to a select group of corporations and private individual investors in the following areas: qualified retirement plan services, investment management and comprehensive financial planning. 

Founded by a team of financial professionals with over 60 years of industry leading experience, the independent wealth management firm was created with the intent to provide clients with the best possible guidance for holistic financial planning without any bias towards proprietary products or services.

To clearly define what we do for our clients, we named the firm (k)RPG. The (k), as in 401(k), represents our commitment to the qualified retirement plan advisory market. RPG stands for Retirement Planning Group, and represents our dedication to providing sound financial planning and investment advice to private individuals and families.

Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC and Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. ERISA 3(21) and 3(38) plan business services and financial planning offered through KRPG Advisors, LLC, a registered investment advisor. Neither (k)RPG or KRPG Advisors, LLC are affiliated with Grove Point Financial, LLC or its Subsidiaries.
 
Investments products and services available only to residents of: Alabama (AL), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Florida (FL), Georgia (GA), Illinois (IL), Indiana (IN), Kansas (KS), Louisiana (LA), Maryland (MD), Massachusetts (MA), Michigan (MI), Minnesota (MN), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), Ohio (OH), Oregon (OR), Pennsylvania (PA), South Carolina (SC), Tennessee (TN), Texas (TX), Vermont (VT), Virginia (VA), Washington, DC (DC), Washington (WA), and West Virginia (WV).

Section iconCompany Overview

Headquarters
9711 Washingtonian Blvd Ste 420 Gaithersburg, Maryland 20878 US
Phone number
Website
k-rpg.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    (k)RPG, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    (k)RPG, LLC's revenue is estimated to be in the range of $1M$10M

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