R & J Financial Partners, LLC

RIASEC Registered

Total AUM

$64.3M

Discretionary

$64.3M

100% of AUM

Avg account

$747K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Winchester, Virginia
CRD number: 171917
Website: www.rjfinancialpartners.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.64%
Individuals8.1%
Charitable Organizations0.27%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

R & J Financial Partners, LLC is a privately owned, limited liability investment advisory firm that operates as an independent RIA and identifies itself as a capital allocator. Its client focus is individual and family clients; the firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The adviser does not market itself as an ESG investor, is not a multi-state or newly formed adviser, and does not act as a pension consultant or related adviser. The firm lists an accountant among its industry affiliations.