$26.8M Total AUM
$26.8M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
31 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-1995
- Office Locations
- 1
Office Locations
-- Lumberton TX
About R & R Financial Services, LLC
R & R Financial Services, LLC is a Lumberton-based RIA. The firm has been operating for 31 years. Managing $26.8M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade.
Team overview
66 AVG AGE
$26.8M AVG AUM / ADVISOR
$608.7K AVG AUM / CLIENT
14.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RONALD GENE ROCCAFORTE
Financial Advisor, PRINCIPAL
- CRD
- #1998335
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,782,311 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,782,311 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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