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R&
RIA · CRD 330772State-Registered Investment Adviser

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R & R Financial

R & R Financial is a state-registered investment adviser in Temecula, CA. The firm manages approximately $22 million in regulatory assets. It has 2 employees...

Overview

R & R Financial is a state-registered investment adviser in Temecula, CA. The firm manages approximately $22 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

Canada

Frequently asked questions

What asset classes does R & R Financial invest in?

The office deploys capital across direct private equity, public equities, and real assets including commercial real estate. Its private equity activity spans direct company investments and co-investments alongside external general partners. The real estate book includes both income-producing properties and development-stage commitments, capitalizing on the office's indefinite holding period as permanent capital.

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