R & R FINANCIAL

R & R FINANCIAL is an SEC-registered investment adviser (CRD 330772). Regulatory assets under management: $21.5M.

Registration

• CRD: 330772
• Type: Registered investment adviser
• Phone: 951-553-5262
• Latest filing: 2026-05-11
• Regulatory AUM: $21.5M
• Discretionary AUM: $21.5M
• Clients: 2
• Accounts: 187

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, 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 330772 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search