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Building 2RICHMOND BROTHERS, INC.

Map pinJACKSON, MI
Phone(517) 435-4040
NotebookSEC #801-72736
Total AUM
$240.6M
Employees
20
Clients
667

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3568 WILDWOOD AVENUE
JACKSON
MI 49202
United States
Operating Hours
MO - THU: 8 A.M. - 6 P.M. & FRI : 8 A.M. - 12 P.M.
Monday - Friday
Phone
(517) 435-4040

ReceiptFinancials

Total AUM
$240.6M
Accounts
1,866
Discretionary
$240.6M
Accounts
1,866
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
566
AUM
$116.9M
HNW Individual Clients
99
AUM
$115.3M
Charitable Organization Clients
2
AUM
$8.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLMINCOHTX

HandshakeAffiliates

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

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