R
CRD: 159249
Richardson Financial, Inc.
$20.0M Total AUM
$20.0M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-28-2011
- Office Locations
- 1
Office Locations
-- NEW Braunfels TX
About Richardson Financial, Inc.
Richardson Financial is a registered investment advisor serving families, entrepreneurs, and closely held businesses with customized wealth management. The firm combines discretionary asset management with retirement, tax-aware investment planning, and legacy/estate and philanthropic planning. Portfolios are ETF-centric (with a meaningful cash sleeve) and custody is through Schwab.
Team overview
60 AVG AGE
$20.0M AVG AUM / ADVISOR
$285.7K AVG AUM / CLIENT
14.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MICHAEL JOHN RICHARDSON
Chief Executive Officer, President
- CRD
- #3125837
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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