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Building 2RICHARDSON FINANCIAL SERVICES

Map pinMEDWAY, MA
Phone508.533.2335
NotebookSEC #801-119439
Total AUM
$256.1M
Employees
6
Clients
194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
165 VILLAGE ST
MEDWAY
MA 02053
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
508.533.2335

ReceiptFinancials

Total AUM
$256.1M
Accounts
1,302
Discretionary
$222.5M
Accounts
648
Non-Discretionary
$33.6M
Accounts
654

ContactClients

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Individual Clients
86
AUM
$27.6M
HNW Individual Clients
106
AUM
$193.3M
Investment Advisor Clients
1
AUM
$1.6M
Other Clients
1
AUM
$33.6M
Description of Other Clients
NON DISCRETIONARY

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCTFLGAMAMENCNHSCTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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