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Building 2RICHARDSON CAPITAL MANAGEMENT, LLC

Map pinMENOMONEE FALLS, WI
Phone262-255-4100
NotebookSEC #801-63149
Total AUM
$582.2M
Employees
9
Clients
262

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
W134 N8688 EXECUTIVE PARKWAY
MENOMONEE FALLS
WI 53051
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
262-255-4100
Other Offices
1

ReceiptFinancials

Total AUM
$582.2M
Accounts
261
Discretionary
$447.5M
Accounts
98
Non-Discretionary
$134.7M
Accounts
163

ContactClients

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Individual Clients
108
AUM
$48.1M
HNW Individual Clients
153
AUM
$533.5M
Charitable Organization Clients
1
AUM
$552K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ANALYSIS OF EXISTING PORTFOLIOS AND ADVICE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILLAMNNETXWI

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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