R Squared Financial, LLC

R Squared Financial, LLC (CRD# 157710) is a financial advisory firm headquartered in , . They manage $17,362,842 in 62 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $280,046
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at R Squared Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas J. Imhof
CRD#: 2649263
Fresno, CA
93
Wealthminder
score

Thomas Imhof (CRD# 2649263) is an Investment Advisor Representative working at R Squared Financial, LLC in Fresno, CA and has over 21 years of experience in the finance industry.

2
Ronnie J. Labarbera
CRD#: 2138884
Fresno, CA
83
Wealthminder
score

Ronnie Labarbera (CRD# 2138884) is an Investment Advisor Representative working at R Squared Financial, LLC in Fresno, CA and has over 25 years of experience in the finance industry.

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