R
$60.1M Total AUM
$60.1M Disc. AUM
-- 3Y CAGR
3 Employees
232 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-13-2002
- Office Locations
- 1
Office Locations
1802 Hempstead Turnpike East Meadow NY
About R & R Financial Planners, Inc.
R & R Financial Planners, Inc. is a East Meadow-based RIA. The firm has been operating for 24 years. Managing $60.1M in total assets under management, with 2 advisory representatives.
Team overview
56 AVG AGE
$30.1M AVG AUM / ADVISOR
$259.2K AVG AUM / CLIENT
8.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WILLIAM VITO ROMEO
Chief Executive Officer
- CRD
- #1041846
- Ownership
- 75% or more
Available
Available
Available
NANCY ANN PRAINO
Chief Compliance Officer
- CRD
- #2438695
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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ALBERT AKERMAN
--
- CRD
- #1699114
Available
Available
Available
K
KEVIN FRANCIS MURPHY MR
Financial Planner
- CRD
- #2676382
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,130,896 | $259,185 |
| Non-Discretionary | $0 | -- |
| Total | $60,130,896 | $259,185 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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