Updated:

R & R Financial Services

R & R Financial Services, LLC is a state-registered investment adviser in Lumberton, TX. The firm manages approximately $27 million in regulatory assets.

R & R Financial Services

R & R Financial Services, LLC is a state-registered investment adviser in Lumberton, TX. The firm manages approximately $27 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Frequently asked questions

What is the public investment track record of R & R Financial Services?

R & R Financial Services maintains no public investment track record. The firm does not operate a website, publish performance data, or disclose portfolio holdings. This is typical for single-family offices that manage capital exclusively for one family without marketing to external investors.

Does R & R Financial Services make fund commitments or only direct investments?

The firm's investment strategy is not publicly disclosed. Single-family offices of this profile frequently blend allocations to external private equity and hedge fund managers with direct investments in real estate and operating businesses, but which balance R & R Financial Services adopts is unknown.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles