|
⚲
|
| Richardson Financial Services Inc
✚
|
|
|---|---|
| CRD # | 130715 |
| SEC # | 801-119439 |
| CIK # | |
| AUM | $145.3 MM (2023-03-30) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 508-533-2335 |
| Address | 165 Village St Medway, MA 02053 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 7.2 |
| (b) Individuals (high net worth individuals) | 142 | 133.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 1.2 |
| Total | 343 | 145.3 |
| By Discretionary | ||
| Discretionary | 343 | 145.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 343 | 145.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.3 | |
| Total | 343 | 145.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stakeholders Capital Inc
✚
|
MA | 0.1 |
|
Burkholder & Associates LLC
✚
|
MD | 0.1 |
|
Naples Money Management LLC
✚
|
FL | 0.1 |
|
Tsoar Ministries LLC
✚
|
IN | 0.1 |
|
Echo45 Advisors LLC
✚
|
CA | 0.1 |
|
K2 Financial Inc
✚
|
CA | 0.1 |
|
Flying Point Financial Inc
✚
|
MA | 0.1 |
|
Greenshields Capital LLC
✚
|
CA | 0.1 |
|
Aspirean Wealth LLC
✚
|
CA | 0.1 |
|
Capital Portfolio Management LLC
✚
|
KS | 0.1 |