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Home > Retirement Planners > new york > east meadow > R & R FINANCIAL PLANNERS, INC.
R & R FINANCIAL PLANNERS, INC.
1802 Hempstead Turnpike
East Meadow, New York 11554
Tel: 516-222-8850
About R & R FINANCIAL PLANNERS, INC.
R & R FINANCIAL PLANNERS, INC, formally registered with the SEC as R & R FINANCIAL PLANNERS, INC. The firm was established in 05/16/2023. They have over 2 offices throughout the country.
R & R FINANCIAL PLANNERS, INC. is a East Meadow, New York based Financial Planning firm with nearly $38,905,000 assets under management, offering retirement planning & investment advisory services to 214 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113291 |
| SEC# | 801-127801 |
| Assets Managed by Firm | $38,905,000 |
| No. of Clients | 214 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (INSURANCE AGENCY)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 214 | $38,905,000 |
| Individuals (other than high net worth individuals) | 149 | $13,231,605 |
| High net worth individuals | 65 | $25,673,395 |
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