Overview
Assets Under Management: $445 million
Headquarters: MENOMONEE FALLS, WI
High-Net-Worth Clients: 139
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 139
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.61
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 222
Discretionary Accounts: 84
Non-Discretionary Accounts: 138
Regulatory Filings
CRD Number: 130985
Last Filing Date: 2024-06-19 00:00:00
Website: https://richardson-financial.com