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RR Financial Management LLC

Headquartered in FRESNO, CA

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Firm Information

RR Financial Management LLC is an investment advisor with 1 investment advisor representative. The firm manages $678,439 in regulatory assets under management. They offer financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Their client base includes individuals, corporations, and charitable organizations.

RR Financial Management LLC

$678,439

Assets Under Management

20

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

RR FINANCIAL MANAGEMENT LLC has a total of 1 branch locations across the country.
location

Fresno, CA

Advisors at RR Financial Management LLC

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Rodney Roque

RA

Fresno, CA

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Disclosures

There are no public disclosures for RR Financial Management LLC.

Frequently Asked Questions (6)

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