|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Richards Merrill & Peterson Inc
✚
|
|
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0000090108 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 12.8 | ||
| Costco Wholesale Corp /NEW | 10.4 | ||
| Apple Inc | 9.6 | ||
| Amazon Com Inc | 8.5 | ||
| Nvidia Corp | 6.3 | ||
| Stryker Corp | 5.1 | ||
| Facebook Inc | 4.3 | ||
| J P Morgan Chase & Co | 4.2 | ||
| Chevron Corp | 3.9 | ||
| Alphabet Inc | 3.5 | ||
| Home Depot Inc | 3.2 | ||
| VISA Inc | 2.7 | ||
| United Technologies Corp /DE/ | 2.6 | ||
| International Business Machines Corp | 2.1 | ||
| Lowes Companies Inc | 2.1 | ||
| Cisco Systems Inc | 1.9 | ||
| Honeywell International Inc | 1.8 | ||
| Intuitive Surgical Inc | 1.8 | ||
| Applied Materials Inc /DE | 1.8 | ||
| Alphabet Inc | 1.7 | ||
| Palantir Technologies Inc | 1.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Affinity Investment Group LLC
✚
|
NH | 0.5 |
|
Carl Stuart Investment Advisor Inc
✚
|
TX | 0.5 |
|
Comprehensive Financial Consultants Institutional Inc
✚
|
IN | 0.5 |
|
Kreitler Financial LLC
✚
|
CT | 0.5 |
|
Hamel Associates Inc
✚
|
NJ | 0.5 |
|
Long Run Wealth Advisors LLC
✚
|
NY | 0.5 |
|
Modus Advisors LLC
✚
|
MN | 0.5 |
|
The Legacy Financial Group Inc
✚
|
OK | 0.5 |
|
Fairvoy Private Wealth LLC
✚
|
AL | 0.5 |
|
Palisade Investments LLC
✚
|
NV | 0.5 |