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| Richardson Financial Services Inc
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|
|---|---|
| CRD # | 130715 |
| SEC # | 801-119439 |
| CIK # | 0002012303 |
| AUM | $256.1 M (2026-04-30) |
| Employees | 6 (67% Investors, 67% Brokers) |
| Phone | 508-533-2335 |
| Address | 165 Village St Medway, MA 02053 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.0 | ||
| Nvidia Corp | 4.2 | ||
| Alphabet Inc | 3.5 | ||
| Global MOFY Metaverse Ltd | 2.7 | ||
| Microsoft Corp | 2.6 | ||
| Amazon Com Inc | 2.0 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Mastercard Inc | 1.2 | ||
| Broadcom Inc | 1.2 | ||
| Facebook Inc | 1.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 27.6 |
| (b) Individuals (high net worth individuals) | 106 | 193.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 1.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 33.6 |
| Total | 1,302 | 256.1 |
| By Discretionary | ||
| Discretionary | 648 | 222.5 |
| Non-Discretionary | 654 | 33.6 |
| Total | 1,302 | 256.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.1 | |
| Total | 1,302 | 256.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002012303] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wisconsin Capital Management LLC
✚
|
WI | 0.3 |
|
Prospect Hill Management LLC
✚
|
0.3 | |
|
6th Street Advisors LLC
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|
AL | 0.3 |
|
Delarme Wealth Management Inc
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|
CA | 0.3 |
|
Estate & Trust Advisors Inc
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IL | 0.3 |
|
Argo Wealth Advisory LLC
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|
VA | 0.3 |
|
Sonoma West LLC
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|
0.3 | |
|
Certis Capital Management Inc
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|
CA | 0.3 |
|
Muirfield Wealth Advisors LLC
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|
NC | 0.3 |
|
Delaware Avenue Wealth Planners LLC
✚
|
DE | 0.3 |