Overview
Assets Under Management: $928 million
Headquarters: SKOKIE, IL
High-Net-Worth Clients: 260
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 260
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.02
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,679
Discretionary Accounts: 1,679
Regulatory Filings
CRD Number: 137021
Last Filing Date: 2024-05-20 00:00:00
Website: https://rrcapital.com