RJR FINANCIAL SERVICES

RJR FINANCIAL SERVICES of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 133700). Regulatory assets under management: $47.9M.

Registration

• CRD: 133700
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133700 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search