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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-29-2017
- Office Locations
- 1
Office Locations
About RR Portfolios, LLC
RR Portfolios is a boutique portfolio management firm providing Growth, Income, Conservative and Gold strategies built from macro/microeconomic analysis and a “circle of confidence” approach. Works with retail investors (including business owners/entrepreneurs), emphasizing transparency and ongoing client education; not a CFP, tax, or insurance advisor. Portfolios are primarily ETF-based and custodied at Charles Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
Ravikanth Ranga Puttagunta
Chief Compliance Officer, Managing Member
- CRD
- #6805882
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,529,016 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,529,016 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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