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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-23-2024
- Office Locations
- 1
Office Locations
About R & R Financial
R&R Financial is a California-registered fiduciary RIA providing financial planning and investment advisory services, including retirement planning, ETF-focused portfolio management, tax strategies, risk management, and estate planning. Led by CFP and CFA professionals, the firm supports clients through Schwab and Altruist and shares education via “Rones Reports” and events such as Finance Uncorked.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Joshua Patrick Richardson
Chief Compliance Officer, Financial Planner, President
- CRD
- #7664016
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Gregory Ashcraft
--
- CRD
- #7981081
Benjamin Daniel Rones
Analyst, Senior Advisor
- CRD
- #6871607
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,501,633 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,501,633 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,501,633
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,217,135,505 | 26.7% |
| Public Funds | $1,846,216,777 | 40.5% |
| Cash | $1,495,207,662 | 32.8% |
| Total | $4,558,559,944 | 100.0% |