CRD: 118776
R & R Retirement Services, INC
Seattle, WA, 98115
2063620503
$10.7M Total AUM
$10.7M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-15-2002
- Office Locations
- 1
Office Locations
6023 Roosevelt WAY NE Seattle WA
About R & R Retirement Services, INC
R & R Retirement Services, INC is a Seattle-based RIA. The firm has been operating for 24 years. Managing $10.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Nationwide. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$10.7M AVG AUM / ADVISOR
$213.7K AVG AUM / CLIENT
18.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Ridge
Investment Themes
Summit element Value legacy
Investment Vehicles
Glacier ember
Services
Catalyst Delta Prime Ember Signal Summit atlas Frontier harbor
Owner & Executives
J
JAY DAVID KAISER
Chief Executive Officer, Owner
- CRD
- #2413535
- Ownership
- 75% or more
(801) 970-7945
north.delta@bridgecapital.com
in linkedin.com/in/horizon-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,685,677 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,685,677 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,685,677
Public Funds:
17.7% Equity - Exchange:
22.3% U.S. Government/Agency:
32.4% Cash:
27.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,204,157,767 | 17.7% |
| Equity - Exchange | $1,517,102,724 | 22.3% |
| U.S. Government/Agency | $2,204,220,998 | 32.4% |
| Cash | $1,877,669,738 | 27.6% |
| Total | $6,803,151,227 | 100.0% |