Richmond Brothers Inc

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Richmond Brothers Inc ✚
CRD #	158916
SEC #	801-72736
CIK #	0001698822, 0001387054, 0001041024, 0001540462
AUM	$231.9 MM (2024-03-29)
Employees	18 (28% Investors, 0% Brokers)
Phone	517-435-4040
Address	3568 Wildwood Avenue Jackson, MI 49202
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]

Total AUM ($MM) Copy

Sector	Form 13F Holdings	Cap ($MM)	Value ($MM)
	MDXG	394.5	6.4
	AAPL	2,382,844.0	5.8
	GOF	1,597.5	4.4
	MSFT	1,918,222.4	2.0
	DRRX	114.5	1.4
	HRTX	314.6	1.2
	NVG	2,732.2	0.5
	AMZN	1,092,997.8	0.5
	RMTI	12.8	0.5
	GOOG	1,482,566.4	0.4
View All

Holdings by Sector ($MM)

AUM Breakdown	Accounts	AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals)	674	111.6
(b) Individuals (high net worth individuals)	105	111.9
(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	0.0
(h) Charitable organizations	5	8.4
(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	0.0
Total	2,092	231.9
By Discretionary
Discretionary	2,092	231.9
Non-Discretionary	0	0.0
Total	2,092	231.9
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		231.9
Total	2,092	231.9

Comparable Firms	State	AUM ($BB)
Pettee Investors Inc ✚	CT	0.2
APS Wealth Management LLC ✚	NY	0.2
Accretive Wealth Management LLC ✚	CA	0.2
Security First Advisors Inc ✚	OR	0.2
LPF Advisors LLC ✚	FL	0.2
Leigh Baldwin & Co LLC ✚	NY	0.2
Strategic Financial Partners Ltd ✚	OR	0.2
Ballentine Capital Advisors Inc ✚	SC	0.2
LSB Capital Management Inc ✚	IA	0.2
Money Management Financial Services LLC ✚	NJ	0.2

Assets, Funds, Holdings