R & R Financial
Firm details
- Headquarters
- ,
- CRD number
- 330772
- Website
- www.rr-financial.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI57.23%
- Individuals39.95%
- Charitable Organizations2.82%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
R & R Financial is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on private clients—individuals and families—delivering financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. Its compensation blends AUM-based fees with fixed-fee arrangements. The firm describes itself as an active ESG investor, a factor that appears to inform manager selection and security choice. It does not operate as a capital allocator and is not positioned as a pension consultant or related-adviser platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Joshua Richardson
Financial Advisor / OwnerCRD 7664016
Benjamin Rones
Senior AdvisorCRD 6871607
Gregory Ashcraft
Solicitor - Tax LawCRD 7981081
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations