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Richards, Merrill & Peterson, Inc.

● SEC registered since 2018CRD 713SEC# 801-113034Spokane, WA
Export (members)
Reg. AUM
$514.5M
Employees
10
Accounts
1,061
Location
Spokane, WA

Richards, Merrill & Peterson, Inc. assets under management

Richards, Merrill & Peterson, Inc. is an investment advisory firm registered with the SEC based in Spokane, WA. The firm has been registered since 2018. It reports $514.5 million in regulatory assets under management and employs 10 people.
www.rmwealthmgmt.comView on SEC.gov ↗

Richards, Merrill & Peterson, Inc. owners & executives

5 reported
NameTitleOwnershipSince
John Scott Larson ControlCeo Chairman Of The Board Coo & Co-Cco25-50%2025
Mark J CalkinsPresident10-25%2025
Monique Celeste CoriglianoRegistered RepresentativeUnder 5%2011
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Frequently asked questions

How much does Richards, Merrill & Peterson, Inc. manage?

Richards, Merrill & Peterson, Inc. reports $514.5 million in regulatory assets under management on its Form ADV.

How many employees does Richards, Merrill & Peterson, Inc. have?

Richards, Merrill & Peterson, Inc. reports 10 employees.

Where is Richards, Merrill & Peterson, Inc. located?

Richards, Merrill & Peterson, Inc. is based in Spokane, WA and has been SEC-registered since 2018.

Does Richards, Merrill & Peterson, Inc. disclose fund performance?

Richards, Merrill & Peterson, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address612 West Main Street, The M Building Suite 201, Spokane, WA 99201-0645
Phone509-624-3174
Fax509-455-6392
Office hours6:30a.m. To 4:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK90108
Discloses disciplinary historyYes

Assets under management

Discretionary$423.1M
Non-discretionary$91.3M
Total (RAUM)$514.5M