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R & R FINANCIAL PLANNERS, INC.
CRD 113291 · SEC 801-127801
1802 HEMPSTEAD TURNPIKE, EAST MEADOW, NY, 11554, United States
Phone
516-222-8850
Fax
516-222-9092
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$60.1M
Discretionary AUM
$60.1M
Team
3 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)INSURANCE AGENCY
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 134 | $13.1M |
| High net worth individuals | 98 | $47.0M |
States served
NY, FL
All web addresses on file
Official SEC filing: View on IAPD