$927.0K Total AUM
$927.0K Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-12-2023
- Office Locations
- 1
Office Locations
2333 Brickell AVE Suite D1 Miami FL
About Richmond Capital
Richmond Capital Advisors LLC is an SEC-registered RIA offering ETF-based, professionally managed portfolios for U.S. and non-U.S. investors. Portfolios are tailored to goals, time horizon, and risk profile, spanning income, high income, income & growth, moderate/aggressive growth, and a multisector equity option with allocations across bonds and global equities. Assets are custodied at Interactive Brokers, with streamlined online account opening.
Team overview
-- AVG AGE
$927.0K AVG AUM / ADVISOR
$132.4K AVG AUM / CLIENT
3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DANIEL JORGE RICHMOND
President
- CRD
- #4704875
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $927,000 | $92,700 |
| Non-Discretionary | $0 | -- |
| Total | $927,000 | $92,700 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 |
Continue browsing