|
⚲
|
| Keyboard |
| R & R Financial Planners Inc
✚
|
|
|---|---|
| CRD # | 113291 |
| SEC # | 801-127801 |
| CIK # | |
| AUM | 60.1 M (2026-03-18) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 516-222-8850 |
| Address | 1802 Hempstead Turnpike East Meadow, NY 11554 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 134 | 13.1 |
| (b) Individuals (high net worth individuals) | 98 | 47.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 232 | 60.1 |
| By Discretionary | ||
| Discretionary | 232 | 60.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 232 | 60.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 60.1 | |
| Total | 232 | 60.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| LEI | 11-2645945 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mountain View Strategic Wealth LLC
✚
|
NY | 62.5 M |
|
Prince Financial Advisory LLC
✚
|
NY | 62.2 M |
|
Birch Wealth Inc
✚
|
NY | 62.1 M |
|
Anchor Capital Management LLC
✚
|
NY | 61.2 M |
|
J Mandwelle Capital Strategies LLC
✚
|
60.9 M | |
|
Liberty Wealth Managers LLC
✚
|
NY | 59.9 M |
|
Munakata Associates LLC
✚
|
59.2 M | |
|
Argus Equity Partners LLC
✚
|
58.7 M | |
|
John T McCarthy LLC
✚
|
57.8 M | |
|
Embark Wealth Management LLC
✚
|
AZ | 57.4 M |