Assets Under Management
$13.2M
Number of Clients
51
Number of Advisors
1
Average Client AUM
$260K
AUM per Advisor
$13.2M
Compensation
Fee-Only (AUM)
Jay David Kaiser, President and Investment Advisor Representative of R & R Retirement Services, Inc., provides investment advice and offers insurance products. He is also a licensed insurance agent and receives commissions from insurance sales, which may present a conflict of interest.
6514A 24th Ave Ne, Seattle, WA, 98115