# RNP ADVISORY SERVICES, INC.

RNP ADVISORY SERVICES, INC. of MORGAN HILL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 113354
- Type: SEC-registered investment adviser
- SEC file number: 801-60884
- Location: 17190 S MONTEREY ROAD, STE 202, MORGAN HILL, CA, 95037
- Phone: 408-779-0699
- Latest filing: 2020-05-15
- Regulatory AUM: $451.0M
- Discretionary AUM: $265.8M
- Non-discretionary AUM: $185.2M
- Clients: 8
- Accounts: 870

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| REINHARDT CARL HEINZ | CHAIRMAN; PRESIDENT & CEO; TRUSTEE | — |
| ROONEY KEVIN MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| POTTS ALEXANDER BENNETT | CEO; DIRECTOR | — |
| REINHARDT ERICH KARL | OWNER; PRESIDENT | — |
| NEWQUIST GARY MELVILLE | OWNER | — |
| REINHARDT GERALDINE | SECRETARY / TREASURER; TRUSTEE | — |
| NEWQUIST DANIEL THOMAS | OWNER; OWNER, PRESIDENT; PRINCIPAL, OWNER, SENIOR WEALTH ADVISOR (+2 more) | — |
| NEWQUIST TRACY LEE | CHIEF COMPLIANCE OFFICER; OWNER; OWNER/CHIEF COMPLIANCE OFFICER (+4 more) | — |
| REINHARDT JAMES | OWNER, WEALTH ADVISOR, PRINCIPAL; SHAREHOLDER, WEALTH ADVISOR, PRINCIPAL | — |
| REINHARDT MATTHEW J | OWNER, WEALTH ADVISOR, PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113354/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113354/similar
- Related entities: https://search.stillhousedata.com/firm/113354/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113354

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.