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| Happy Holidays!! thanks for using AUM13F!! |
| Richards Merrill & Peterson Inc
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| CRD # | 713 |
| SEC # | 801-113034 |
| CIK # | 0000090108 |
| AUM | $514.5 M (2025-07-30) |
| Employees | 10 (100% Investors, 100% Brokers) |
| Phone | 509-624-3174 |
| Address | 612 West Main Street Spokane, WA 99201-0645 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 12.8 | ||
| Costco Wholesale Corp /NEW | 10.4 | ||
| Apple Inc | 9.6 | ||
| Amazon Com Inc | 8.5 | ||
| Nvidia Corp | 6.3 | ||
| Stryker Corp | 5.1 | ||
| Facebook Inc | 4.3 | ||
| J P Morgan Chase & Co | 4.2 | ||
| Chevron Corp | 3.9 | ||
| Alphabet Inc | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 303 | 153.9 |
| (b) Individuals (high net worth individuals) | 50 | 278.2 |
| (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 | 6 | 62.7 |
| (h) Charitable organizations | 0 | 19.7 |
| (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 | 1,061 | 514.5 |
| By Discretionary | ||
| Discretionary | 875 | 423.1 |
| Non-Discretionary | 186 | 91.3 |
| Total | 1,061 | 514.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 514.5 | |
| Total | 1,061 | 514.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000090108] |
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|---|---|---|
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Affinity Investment Group LLC
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NH | 0.5 |
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Carl Stuart Investment Advisor Inc
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TX | 0.5 |
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Comprehensive Financial Consultants Institutional Inc
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IN | 0.5 |
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Kreitler Financial LLC
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CT | 0.5 |
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Hamel Associates Inc
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NJ | 0.5 |
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Long Run Wealth Advisors LLC
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Modus Advisors LLC
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MN | 0.5 |
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The Legacy Financial Group Inc
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OK | 0.5 |
|
Fairvoy Private Wealth LLC
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AL | 0.5 |
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Palisade Investments LLC
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NV | 0.5 |