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Richards Merrill & Peterson Inc
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CRD # | 713 |
SEC # | 801-113034 |
CIK # | 0000090108 |
AUM | $395.8 MM (2024-03-21) |
Employees | 8 (100% Investors, 100% Brokers) |
Phone | 509-624-3174 |
Address | 612 West Main Street Spokane, WA 99201-0645 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 609 | 93.6 |
(b) Individuals (high net worth individuals) | 326 | 233.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 50.8 |
(h) Charitable organizations | 0 | 18.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 943 | 395.8 |
By Discretionary | ||
Discretionary | 687 | 242.1 |
Non-Discretionary | 256 | 153.7 |
Total | 943 | 395.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 395.8 | |
Total | 943 | 395.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
American Assets Capital Advisers LLC
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CA | 0.4 |
Allodium Investment Consultants LLC
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|
MN | 0.4 |
Hayek Kallen Investment Management LLC
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|
AL | 0.4 |
Humankind Investments LLC
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|
NY | 0.4 |
Gray Private Wealth LLC
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|
MA | 0.4 |
Value Aligned Research Advisors LLC
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|
NJ | 0.4 |
Gold Investment Management Ltd
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|
0.4 | |
Navigate Private Wealth LLC
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|
UT | 0.4 |
First City Capital Management Inc
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|
GA | 0.4 |
Enrich Financial Partners LLC
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|
WI | 0.4 |