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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Richmond Investment Services LLC
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| CRD # | 327451 |
| SEC # | 801-129477 |
| CIK # | 0002031991 |
| AUM | $393.5 M (2025-07-14) |
| Employees | 10 (100% Investors, 100% Brokers) |
| Phone | 262-242-4200 |
| Address | 7702 W Mequon Rd Mequon, WI 53097-3217 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.6 | ||
| Apple Inc | 4.3 | ||
| Amazon Com Inc | 3.8 | ||
| Microsoft Corp | 3.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 472 | 100.8 |
| (b) Individuals (high net worth individuals) | 376 | 286.7 |
| (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 | 4 | 2.8 |
| (h) Charitable organizations | 7 | 3.0 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,306 | 393.5 |
| By Discretionary | ||
| Discretionary | 1,306 | 393.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,306 | 393.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 393.5 | |
| Total | 1,306 | 393.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002031991] |
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