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Rg Financial, LLC

● SEC registered since 2021CRD 311162SEC# 801-120581Carlsbad, CA
Export (members)
Reg. AUM
$151.6M
Employees
5
Accounts
468
Location
Carlsbad, CA

Rg Financial, LLC assets under management

Rg Financial, LLC operates as an SEC-registered investment adviser based in Carlsbad, CA. The firm has been registered since 2021. It reports $151.6 million in regulatory assets under management and employs 5 people.
fontefinancial.orgView on SEC.gov ↗

Rg Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Justin Anthony Reckers ControlManaging Member & Iar50-75%2021
Sandra Marie Bozanic ControlChief Compliance Officer & Chief Financial Officer25-50%2021

Frequently asked questions

How much does Rg Financial, LLC manage?

Rg Financial, LLC reports $151.6 million in regulatory assets under management on its Form ADV.

How many employees does Rg Financial, LLC have?

Rg Financial, LLC reports 5 employees.

Where is Rg Financial, LLC located?

Rg Financial, LLC is based in Carlsbad, CA and has been SEC-registered since 2021.

Does Rg Financial, LLC disclose fund performance?

Rg Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address703 Palomar Airport Road, Suite 240, Carlsbad, CA 92011
Phone(858) 800-4176
Office hours8 a.m. - 4 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$149.5M
Non-discretionary$2.1M
Total (RAUM)$151.6M