CRD: 171917
R & J Financial Partners, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-29-2014
- Office Locations
- 1
Office Locations
About R & J Financial Partners, LLC
R&J Financial Partners is a fee-only, fiduciary wealth management and financial planning firm and a member of Buckingham Strategic Partners. The team includes CPA advisors, bringing deep tax and estate planning expertise alongside comprehensive planning. Portfolios emphasize diversified asset allocation using public funds/ETFs and fixed income (including government and municipal bonds). Also supports planning needs like charitable giving and business succession.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
BRIAN PETER DAVET
Chief Compliance Officer, Investment Advisor
- CRD
- #5874870
- Ownership
- 50% but less than 75%
CLIFTON L RUTHERFORD MR.
Investment Advisor
- CRD
- #5378712
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,271,619 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,271,619 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $64,271,619
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $557,109,435 | 13.5% |
| Cash | $722,178,897 | 17.5% |
| U.S. Government/Agency | $297,125,032 | 7.2% |
| Equity - Exchange | $759,319,526 | 18.4% |
| Corporate - Investment Grade | $767,572,999 | 18.6% |
| Municipal Bonds | $1,023,430,666 | 24.8% |
| Total | $4,126,736,555 | 100.0% |