RR PORTFOLIOS, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1Ravikanth Puttagunta
Managing Member And Chief Compliance OfficerCRD 6805882
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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