RR PORTFOLIOS, LLC

RIASEC Registered
Total AUM
$30.5M
Discretionary
$30.5M
100% of AUM
Avg account
$611K
Accounts
50
Employees
1
Advisory reps
1

Firm details

Headquarters
HERNDON, Virginia
CRD number
288261
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI95.86%
  • Individuals4.14%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

RR Portfolios, LLC is a small, client-focused advisory practice that manages discretionary portfolios for individuals, families and small businesses. The firm runs a primarily equity-oriented strategy, favoring exchange-traded securities as the backbone of client accounts while supplementing portfolios with other asset types for diversification. Advisory services are delivered on a percentage-of-AUM fee model and emphasize ongoing portfolio management rather than pension consulting or large institutional services. RR Portfolios is not an active ESG investor and operates as a single-state, individually owned limited liability company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Public Funds/Mutual Funds 10%, Cash & Cash Equivalents 10%80%
  • Exchange Traded Equities80%
  • Public Funds/Mutual Funds10%
  • Cash & Cash Equivalents10%

Owners & executives

1 of 1
  • Ravikanth Puttagunta

    Managing Member And Chief Compliance OfficerCRD 6805882

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HERNDON, VA

FAIRFAX

Location

HERNDON, VA

Headquartered in HERNDON, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX
Address
2201 Cooperative Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth