R
$47.9M Total AUM
$47.9M Disc. AUM
-- 3Y CAGR
1 Employees
160 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-23-2019
- Office Locations
- 1
Office Locations
1100 Quail St. Suite 115 Newport Beach CA
About RJR Financial Services
RJR Financial Services is a Newport Beach-based RIA. The firm has been operating for 7 years. Managing $47.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$47.9M AVG AUM / ADVISOR
$299.1K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
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Platform
Available
Services
Available
Owner & Executives
R
ROBERT JOSEPH RICHTER
Owner
- CRD
- #2819668
- 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 | $47,856,500 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,856,500 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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