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RJR FINANCIAL SERVICES
CRD 133700
1100 QUAIL ST., SUITE 115, NEWPORT BEACH, CA, 92660, United States
Phone
949-724-8506
Fax
949-724-9215
Registration
— (—)
Source
State registered
Total AUM
$47.9M
Discretionary AUM
$47.9M
Team
1 total employees; 1 advisory reps; 81 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; MINIMUM FEE
Org form
Corporation
Filing date
2026-02-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $47.9M |
Official SEC filing: View on IAPD