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Richmond Investment Services LLC

● SEC registered since 2024CRD 327451SEC# 801-129477Mequon, WI
Export (members)
Reg. AUM
$393.5M
Employees
10
Accounts
1,306
Location
Mequon, WI

Richmond Investment Services LLC assets under management

Richmond Investment Services LLC is a registered investment adviser overseen by the SEC based in Mequon, WI. The firm has been registered since 2024. It reports $393.5 million in regulatory assets under management and employs 10 people.
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Richmond Investment Services LLC owners & executives

1 reported
NameTitleOwnershipSince
Matthew Riley Richmond ControlPrincipal/Ceo/CcoOver 75%2006

Frequently asked questions

How much does Richmond Investment Services LLC manage?

Richmond Investment Services LLC reports $393.5 million in regulatory assets under management on its Form ADV.

How many employees does Richmond Investment Services LLC have?

Richmond Investment Services LLC reports 10 employees.

Where is Richmond Investment Services LLC located?

Richmond Investment Services LLC is based in Mequon, WI and has been SEC-registered since 2024.

Does Richmond Investment Services LLC disclose fund performance?

Richmond Investment Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7702 W Mequon Rd, Mequon, WI 53097-3217
Phone262-242-4200
Fax262-242-4200
Office hours8:30a.m.-5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$393.5M
Non-discretionary$0
Total (RAUM)$393.5M