R
$453.2M Total AUM
$453.2M Disc. AUM
-- 3Y CAGR
14 Employees
890 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-07-2024
- Office Locations
- 2
Office Locations
470 W 4TH Street Dubuque IA
7702 W Mequon RD Mequon WI
About Richmond Investment Services LLC
Richmond Investment Services LLC is a Mequon-based RIA with 2 offices. The firm has been operating for 2 years. Managing $453.2M in total assets under management, with 14 advisory representatives. They custody assets with LPL Financial.
Team overview
55 AVG AGE
$32.4M AVG AUM / ADVISOR
$509.2K AVG AUM / CLIENT
1.6 yrs AVG TENURE
14 Employees
14 Advisory Reps
14 RIA Reps
2yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MATTHEW RILEY RICHMOND
Chief Compliance Officer, Chief Executive Officer, PRINCIPAL
- CRD
- #2729015
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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A
Alexander Sidney Albert
Relationship Manager
- CRD
- #7942017
Available
Available
Available
Christopher Allen Becker
CERTIFIED FINANCIAL PLANNER® Professional
- CRD
- #6769200
Available
Available
Available
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $453,210,055 | $315,167 |
| Non-Discretionary | $0 | -- |
| Total | $453,210,055 | $315,167 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Non-Investment Grade:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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