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RIA · CRD 149575SEC-Registered

Updated:

RJ20, INC.

RJ20 is an online 401(k) advice and holistic financial planning service. It serves individuals, employers, and industry professionals solely through advice and...

Overview

RJ20 is an online 401(k) advice and holistic financial planning service. It serves individuals, employers, and industry professionals solely through advice and cannot sell financial products. The firm provides specific 401(k) fund recommendations and access to live CFP® professionals for a flat fee.

General information

Firm type

RIA

Location

City

Durham

Principals

Sean Ruehl

Co-Founder

Chip Jurgensen

Co-Founder

Frequently asked questions

How does RJ20, INC. source proprietary deal flow?

RJ20, INC.'s sourcing model is not publicly documented. Without disclosed principals or portfolio holdings, it is impossible to confirm whether the firm relies on direct relationships, external managers, or intermediaries. No deal flow mechanism has been attributed to the entity in public records.

Does RJ20, INC. participate in fund commitments or only direct deals?

No information is available regarding RJ20, INC.'s participation in fund commitments or direct deals. The firm has not been named as an investor in any verified fund closing or direct transaction in public sources.

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