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| Happy Holidays!! thanks for using AUM13F!! |
| Richmond Brothers Inc
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| CRD # | 158916 |
| SEC # | 801-72736 |
| CIK # | 0001698822, 0001387054, 0001540462, 0001041024 |
| AUM | $241.7 M (2025-04-01) |
| Employees | 17 (41% Investors, 0% Brokers) |
| Phone | 517-435-4040 |
| Address | 3568 Wildwood Avenue Jackson, MI 49202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Guggenheim Strategic Opportunities Fund | 3.5 | ||
| Apple Inc | 2.7 | ||
| Microsoft Corp | 1.3 | ||
| AP Pharma Inc /DE/ | 1.1 | ||
| Durect Corp | 0.9 | ||
| Mimedx Group Inc | 0.7 | ||
| Nuveen Amt-Free Municipal Credit Income Fund | 0.5 | ||
| Amazon Com Inc | 0.3 | ||
| Alvotech Lux Holdings SAS | 0.1 | ||
| Rockwell Medical Technologies Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 606 | 118.9 |
| (b) Individuals (high net worth individuals) | 96 | 110.7 |
| (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 | 6 | 12.1 |
| (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 | 1,899 | 241.7 |
| By Discretionary | ||
| Discretionary | 1,899 | 241.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,899 | 241.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.7 | |
| Total | 1,899 | 241.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001041024] | |
| 10-Q | [0001041024] | |
| 3 | [0001041024] | |
| 4 | [0001041024] | |
| 8-K | [0001041024] | |
| D | [0001041024] | |
| SC 13D | [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] |
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