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Richmond Investment Services LLC
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CRD # | 327451 |
SEC # | 801-129477 |
CIK # | |
AUM | $365.8 MM (2024-08-08) |
Employees | 11 (100% Investors, 100% Brokers) |
Phone | 262-242-4200 |
Address | 7702 W Mequon Rd Mequon, WI 53097-3217 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 459 | 99.0 |
(b) Individuals (high net worth individuals) | 354 | 261.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 5 | 2.8 |
(h) Charitable organizations | 5 | 2.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 3 | 0.2 |
(n) Other | 0 | 0.0 |
Total | 1,255 | 365.8 |
By Discretionary | ||
Discretionary | 1,255 | 365.8 |
Non-Discretionary | 0 | 0.0 |
Total | 1,255 | 365.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 365.8 | |
Total | 1,255 | 365.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
PFW Advisors LLC
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|
GA | 0.4 |
Hedeker Wealth LLC
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|
IL | 0.4 |
Lombard Advisers Incorporated
✚
|
MD | 0.4 |
Collective Family Office LLC
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|
PA | 0.4 |
Graney & King LLC
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|
NY | 0.4 |
Financial Gravity Family Office Services LLC
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|
TX | 0.4 |
Permanent Capital Management LP
✚
|
IL | 0.4 |
Grunden Financial Advisory Inc
✚
|
TX | 0.4 |
Oliver Capital Management Inc
✚
|
WA | 0.4 |
Sage Private Wealth Group LLC
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|
IL | 0.4 |