|
⚲
|
| Richardson Financial Services Inc
✚
| |
|---|---|
| CRD # | 130715 |
| SEC # | 801-119439 |
| CIK # | 0002012303 |
| AUM | $180.0 MM (2024-03-28) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 508-533-2335 |
| Address | 165 Village St Medway, MA 02053 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 5.5 | |
| SPEM | 3.0 | ||
| NVDA | 399,550.0 | 2.6 | |
| MSFT | 1,918,222.4 | 2.5 | |
| AMZN | 1,092,997.8 | 1.6 | |
| GOOGL | 1,475,138.5 | 1.6 | |
| UNH | 477,004.0 | 1.2 | |
| V | 419,260.5 | 1.2 | |
| CTAS | 38,012.7 | 1.1 | |
| COST | 207,576.9 | 1.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 9.0 |
| (b) Individuals (high net worth individuals) | 138 | 156.9 |
| (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 | 12.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 1.3 |
| Total | 834 | 180.0 |
| By Discretionary | ||
| Discretionary | 404 | 167.2 |
| Non-Discretionary | 430 | 12.8 |
| Total | 834 | 180.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.0 | |
| Total | 834 | 180.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002012303] |
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|---|---|---|
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