Richmond Investment Services LLC

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Assets, Funds, Holdings

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Richmond Investment Services LLC
CRD #327451
SEC #801-129477
CIK #
AUM $365.8 MM (2024-08-08)
Employees 11 (100% Investors, 100% Brokers)
Phone262-242-4200
Address7702 W Mequon Rd
Mequon, WI 53097-3217
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
4003202401608002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 459 99.0
(b) Individuals (high net worth individuals) 354 261.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 5 2.8
(h) Charitable organizations 5 2.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 3 0.2
(n) Other 0 0.0
Total 1,255 365.8
By Discretionary
Discretionary 1,255 365.8
Non-Discretionary 0 0.0
Total 1,255 365.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 365.8
Total 1,255 365.8
Comparable Firms State AUM ($BB)
PFW Advisors LLC
GA 0.4
Hedeker Wealth LLC
IL 0.4
Lombard Advisers Incorporated
MD 0.4
Collective Family Office LLC
PA 0.4
Graney & King LLC
NY 0.4
Financial Gravity Family Office Services LLC
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
IL 0.4
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