R & J FINANCIAL PARTNERS, LLC

R & J FINANCIAL PARTNERS, LLC of WINCHESTER, VA is an SEC-registered investment adviser (CRD 171917). Regulatory assets under management: $64.3M.

Registration

• CRD: 171917
• Type: Registered investment adviser
• Location: 116 MEDICAL CIRCLE, WINCHESTER, VA, 22601
• Phone: 540-662-7070
• Latest filing: 2026-02-19
• Regulatory AUM: $64.3M
• Discretionary AUM: $64.3M
• Clients: 2
• Accounts: 86

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171917 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search