Richards Merrill & Peterson Inc

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Assets, Funds, Holdings

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Richards Merrill & Peterson Inc
CRD #713
SEC #801-113034
CIK #0000090108
AUM $395.8 MM (2024-03-21)
Employees 8 (100% Investors, 100% Brokers)
Phone509-624-3174
Address612 West Main Street
Spokane, WA 99201-0645
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4003202401608002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 609 93.6
(b) Individuals (high net worth individuals) 326 233.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 50.8
(h) Charitable organizations 0 18.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 943 395.8
By Discretionary
Discretionary 687 242.1
Non-Discretionary 256 153.7
Total 943 395.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 395.8
Total 943 395.8
Comparable Firms State AUM ($BB)
American Assets Capital Advisers LLC
CA 0.4
Allodium Investment Consultants LLC
MN 0.4
Hayek Kallen Investment Management LLC
AL 0.4
Humankind Investments LLC
NY 0.4
Gray Private Wealth LLC
MA 0.4
Value Aligned Research Advisors LLC
NJ 0.4
Gold Investment Management Ltd
0.4
Navigate Private Wealth LLC
UT 0.4
First City Capital Management Inc
GA 0.4
Enrich Financial Partners LLC
WI 0.4
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