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R & J FINANCIAL PARTNERS, LLC
CRD 171917
116 MEDICAL CIRCLE, WINCHESTER, VA, 22601, United States
Phone
540-662-7070
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$64.3M
Discretionary AUM
$64.3M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEMPLOYEE BENEFIT RETIREMENT PLAN SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $5.2M |
| High net worth individuals | 20 | $58.9M |
All web addresses on file
Official SEC filing: View on IAPD