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⚲
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| Richmond Brothers Inc
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|
|---|---|
| CRD # | 158916 |
| SEC # | 801-72736 |
| CIK # | 0001387054, 0001041024, 0001540462, 0001698822 |
| 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) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 674 | 111.6 |
| (b) Individuals (high net worth individuals) | 105 | 111.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 8.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,092 | 231.9 |
| By Discretionary | ||
| Discretionary | 2,092 | 231.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,092 | 231.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.9 | |
| Total | 2,092 | 231.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 10-K | [0001041024] | |
| 10-Q | [0001041024] | |
| 3 | [0001041024] | |
| 4 | [0001041024] | |
| 8-K | [0001041024] | |
| D | [0001041024] | |
| SC 13G | [0001041024] | |
| 10-K | [0001387054] | |
| 10-Q | [0001387054] | |
| 8-K | [0001387054] | |
| SC 13D | [0001387054] | |
| SC 13G | [0001387054] | |
| 13F-HR | [0001540462] | |
| 3 | [0001540462] | |
| 4 | [0001540462] | |
| SC 13D | [0001540462] | |
| SC 13G | [0001540462] | |
| 3 | [0001698822] | |
| 4 | [0001698822] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pettee Investors Inc
✚
|
CT | 0.2 |
|
APS Wealth Management LLC
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|
NY | 0.2 |
|
Accretive Wealth Management LLC
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|
CA | 0.2 |
|
Security First Advisors Inc
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|
OR | 0.2 |
|
LPF Advisors LLC
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|
FL | 0.2 |
|
Leigh Baldwin & Co LLC
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|
NY | 0.2 |
|
Strategic Financial Partners Ltd
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|
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 |