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Building 2K R FINANCIAL LLC

Map pin
Phone609-924-2500
NotebookSEC #801-55930
Total AUM
$90.7M
Employees
2
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM TO 5PM
Monday - Friday
Phone
609-924-2500

ReceiptFinancials

Total AUM
$90.7M
Accounts
53
Discretionary
$90.7M
Accounts
53
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
25
AUM
$70.2M
Pension/Profit Sharing Plan Clients
1
AUM
$4M
Corporation or Business Clients
1
AUM
$16.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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