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Building 2RICHMOND INVESTMENT SERVICES LLC

Map pinMEQUON, WI
Phone262-242-4200
NotebookSEC #801-129477
Total AUM
$453.2M
Employees
13
Clients
890

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7702 W MEQUON RD
MEQUON
WI 53097-3217
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
262-242-4200
Other Offices
1

ReceiptFinancials

Total AUM
$453.2M
Accounts
1,438
Discretionary
$453.2M
Accounts
1,438
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
484
AUM
$108M
HNW Individual Clients
393
AUM
$337.6M
Pension/Profit Sharing Plan Clients
2
AUM
$3M
Charitable Organization Clients
7
AUM
$4.3M
Corporation or Business Clients
4
AUM
$270.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACODCFLGAIAIDILINLAMAMDMIMNMONCNHNVNYOHORSCTNTXUTVAWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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