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Richardson Financial Services Inc.

● SEC registered since 2020CRD 130715SEC# 801-119439Medway, MA
Export (members)
Reg. AUM
$212.9M
Employees
5
Accounts
602
Location
Medway, MA

Richardson Financial Services Inc. assets under management

Richardson Financial Services Inc. is a registered investment adviser overseen by the SEC based in Medway, MA. The firm has been registered since 2020. It reports $212.9 million in regulatory assets under management and employs 5 people.
www.rfsria.comView on SEC.gov ↗

Richardson Financial Services Inc. owners & executives

2 reported
NameTitleOwnershipSince
Edward Michael Pitts ControlChief Compliance OfficerUnder 5%2021
Steven Michael Richardson ControlPresidentOver 75%1997

Frequently asked questions

How much does Richardson Financial Services Inc. manage?

Richardson Financial Services Inc. reports $212.9 million in regulatory assets under management on its Form ADV.

How many employees does Richardson Financial Services Inc. have?

Richardson Financial Services Inc. reports 5 employees.

Where is Richardson Financial Services Inc. located?

Richardson Financial Services Inc. is based in Medway, MA and has been SEC-registered since 2020.

Does Richardson Financial Services Inc. disclose fund performance?

Richardson Financial Services Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address165 Village St, Medway, MA 02053
Phone508.533.2335
Fax508.533.7666
Office hours8:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$179.2M
Non-discretionary$33.7M
Total (RAUM)$212.9M