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| Richardson Wealth USA Limited
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|
|
|---|---|
| CRD # | 166090 |
| SEC # | 801-77951 |
| CIK # | |
| AUM | $164.4 MM (2023-03-22) |
| Employees | 5 (0% Investors, 20% Brokers) |
| Phone | 855-204-7467 |
| Address | 100 Queens Quay East Toronto Ontario, Canada |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 236 | 57.3 |
| (b) Individuals (high net worth individuals) | 29 | 78.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 29.0 |
| (n) Other | 0 | 0.0 |
| Total | 270 | 164.4 |
| By Discretionary | ||
| Discretionary | 270 | 164.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 270 | 164.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.3 | |
| United States Persons | 159.2 | |
| Total | 270 | 164.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Donald W Nicholson & Associates Ltd
✚
|
DE | 0.2 |
|
RH Investment Group LLC
✚
|
AZ | 0.2 |
|
Illumine Investment Management LLC
✚
|
WA | 0.2 |
|
Pacific Park Financial Inc
✚
|
CA | 0.2 |
|
Fiduciary Financial Partners LLC
✚
|
IL | 0.2 |
|
Financial Guidance Group Inc
✚
|
FL | 0.2 |
|
Foliobeyond LLC
✚
|
NY | 0.2 |
|
Genesis Wealth Advisors LLC
✚
|
MA | 0.2 |
|
DWD Portfolio Solutions Inc
✚
|
PA | 0.2 |
|
Millares Asset Management LLC
✚
|
FL | 0.2 |