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Building 2R & R FINANCIAL PLANNERS, INC.

Map pinEAST MEADOW, NY
Phone516-222-8850
NotebookSEC #801-127801
Total AUM
$60.1M
Employees
3
Clients
232

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1802 HEMPSTEAD TURNPIKE
EAST MEADOW
NY 11554
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
516-222-8850
Other Offices
1

ReceiptFinancials

Total AUM
$60.1M
Accounts
232
Discretionary
$60.1M
Accounts
232
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
134
AUM
$13.1M
HNW Individual Clients
98
AUM
$47M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
INSURANCE AGENCY
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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