# RJR FINANCIAL SERVICES

RJR FINANCIAL SERVICES of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 133700
- Type: SEC-registered investment adviser
- Location: 1100 QUAIL ST., NEWPORT BEACH, CA, 92660
- Phone: 949-724-8506
- Latest filing: 2026-02-12
- Regulatory AUM: $47.9M
- Discretionary AUM: $47.9M
- Clients: 1
- Accounts: 79

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133700/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133700/similar
- Related entities: https://search.stillhousedata.com/firm/133700/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133700

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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.