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| Happy Holidays!! thanks for using AUM13F!! |
| Richardson Financial Services Inc
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| CRD # | 130715 |
| SEC # | 801-119439 |
| CIK # | 0002012303 |
| AUM | $212.9 M (2025-03-31) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 508-533-2335 |
| Address | 165 Village St Medway, MA 02053 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.4 | ||
| Nvidia Corp | 3.7 | ||
| Microsoft Corp | 3.0 | ||
| Global MOFY Metaverse Ltd | 2.6 | ||
| Amazon Com Inc | 1.9 | ||
| Alphabet Inc | 1.8 | ||
| VISA Inc | 1.5 | ||
| J P Morgan Chase & Co | 1.5 | ||
| Mastercard Inc | 1.4 | ||
| Metropcs Communications Inc | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 7.7 |
| (b) Individuals (high net worth individuals) | 131 | 170.1 |
| (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 | 430 | 33.7 |
| (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 | 1 | 1.4 |
| Total | 602 | 212.9 |
| By Discretionary | ||
| Discretionary | 172 | 179.2 |
| Non-Discretionary | 430 | 33.7 |
| Total | 602 | 212.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.9 | |
| Total | 602 | 212.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002012303] |
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