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Richmond Brothers Inc
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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) |
---|
CIK | Period |
---|---|
0001698822 0001387054 0001041024 0001540462 | |
/ |
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
Mimedx Group Inc | 394.5 | 6.4 | |
Apple Inc | 2,382,844.0 | 5.8 | |
Guggenheim Strategic Opportunities Fund | 1,597.5 | 4.4 | |
Microsoft Corp | 1,918,222.4 | 2.0 | |
Durect Corp | 114.5 | 1.4 | |
AP Pharma Inc /DE/ | 314.6 | 1.2 | |
Nuveen Amt-Free Municipal Credit Income Fund | 2,732.2 | 0.5 | |
Amazon Com Inc | 1,092,997.8 | 0.5 | |
Rockwell Medical Technologies Inc | 12.8 | 0.5 | |
Alphabet Inc | 1,482,566.4 | 0.4 | |
Axonics Modulation Technologies Inc | 2,666.1 | 0.3 | |
Rexahn Pharmaceuticals Inc | 38.0 | 0.3 | |
Applied Therapeutics Inc | 23.4 | 0.3 | |
McDonalds Corp | 179,584.2 | 0.2 | |
Alvotech Lux Holdings SAS | 1,891.2 | 0.2 | |
Social Capital Hedosophia Holdings Corp V | 4,510.0 | 0.1 | |
Prev | Page 1 | Next |
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 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
10-K | [0001041024] | |
10-Q | [0001041024] | |
3 | [0001041024] | |
4 | [0001041024] | |
8-K | [0001041024] | |
D | [0001041024] | |
SC 13G | [0001041024] | |
10-K | [0001387054] | |
10-Q | [0001387054] | |
8-K | [0001387054] | |
SC 13D | [0001387054] | |
SC 13G | [0001387054] | |
13F-HR | [0001540462] | |
3 | [0001540462] | |
4 | [0001540462] | |
SC 13D | [0001540462] | |
SC 13G | [0001540462] | |
3 | [0001698822] | |
4 | [0001698822] |
Form 3/4/5 Subject | 2011 - 2024 |
---|---|
Rockwell Medical Inc | |
Chole Timothy | |
Strobeck Mark | |
Nissenson Allen | |
Smiley Andrea Heslin | |
Cooper John G | |
Radie Robert S | |
Ravich Mark H | |
Lau Joan | |
Timmins Megan C | |
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