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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-31-2020
- Office Locations
- 1
Office Locations
About RR Financial Management LLC
R&R Wealth Management (RR Financial Management LLC) provides tax-optimized wealth management and comprehensive planning for individuals and business owners, including retirement, investment, tax and estate planning, business continuation/succession, and employer retirement plans (401(k), cash balance). Since joining the family-owned R&R Insurance agency in 2018, the firm delivers integrated wealth, insurance, and employee benefits advocacy under one roof.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Rodney Roque
Chief Compliance Officer, Managing Member
- CRD
- #7283751
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,476,800 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,476,800 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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