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RICHARD BROTHERS, FINANCIAL ADVISORS
SOUTH PORTLAND, ME
207-879-2352
SEC #801-122718Total AUM
$180.6M
Employees
10Clients
175Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
50 DONALD B. DEAN DRIVE
SUITE ONE
SOUTH PORTLAND
ME 04106
United States
SUITE ONE
SOUTH PORTLAND
ME 04106
United States
Operating Hours
8-5PM
Monday - Friday
Monday - Friday
Phone
207-879-2352
Financials
Total AUM
$180.6M
Accounts
433Discretionary
$174.5M
Accounts
407Non-Discretionary
$6.1M
Accounts
26
Clients
Individual Clients
119AUM
$39.3M
HNW Individual Clients
54AUM
$140.1M
Charitable Organization Clients
1AUM
$1.2M
Corporation or Business Clients
1AUM
$2.4K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLMAMENHTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.