RIA Intel›Advisers›New York›RR ADVISORY GROUP, LLC

RR ADVISORY GROUP, LLC

Advisory

N·NEW YORK, NY

Data as of Dec 10, 2013 · Source: SEC Form ADV

Total AUM

$549M

1-Year AUM Growth

-0.1%

3-Year CAGR

+17.7%

Employees

12

Assets Under Management

Total AUM$549M

Discretionary AUM$481M

Non-Discretionary AUM$68M

Discretionary %87.7%

Total Clients—

Team

Total Employees12

Investment Advisers19

Employee Growth (1Y)—

Filing History

Total Filings on Record43

First FilingMar 8, 2005

Latest FilingDec 10, 2013

🔒 Full AUM trend chart and 43 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on RR ADVISORY GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.