RIA Intelligence

R & R FINANCIAL PLANNERS, INC.

CRD #113291 SEC #801-127801 EAST MEADOW, NY 516-222-8850
SEC Registered
Total AUM
$46.2M
Discretionary
$46.2M
Employees
3
Clients
101
Accounts
226

AUM Over Time

DateDec 2025
Total AUM$46.2M
Discretionary$46.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$46.2M
Discretionary$46.2M
Non-Disc.$0
Employees3
Clients0
DateApr 2024
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees5
Clients0
DateMay 2023
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees5
Clients0