R & R Financial Planners, Inc.
R & R Financial Planners, Inc. is an SEC-registered mass-market adviser in East Meadow, NY with $60.1M assets under management (AUM, regulatory AUM), +30% over one year. See who owns R & R Financial Planners, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113291, SEC 801-127801, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $60.1M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- East Meadow, NY
- Employees
- 3
- Clients
- 232
- CRD
- 113291
- Ownership
- ROMEO, WILLIAM, VITO; PRAINO, NANCY, ANN
How much AUM does R & R Financial Planners, Inc. have?
R & R Financial Planners, Inc. reported $60.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns R & R Financial Planners, Inc.?
Disclosed owners and executives of R & R Financial Planners, Inc. include ROMEO, WILLIAM, VITO, PRAINO, NANCY, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.