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RR FINANCIAL MANAGEMENT LLC
CRD 310395
4670 N EL CAPITAN AVE, SUITE 203, FRESNO, CA, 93722, United States
Phone
5599167424
Fax
5597151952
Registration
— (—)
Source
State registered
Total AUM
$1.5M
Discretionary AUM
$1.5M
Team
1 total employees; 1 advisory reps; 25 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $1.4M |
Official SEC filing: View on IAPD