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RICHARDSON FINANCIAL SERVICES
RICHARDSON FINANCIAL SERVICES INC.
CRD 130715 · SEC 801-119439
165 VILLAGE ST, MEDWAY, MA, 02053, United States
Phone
508.533.2335
Fax
508.533.7666
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$256.1M
Discretionary AUM
$222.5M
Team
6 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $27.6M |
| High net worth individuals | 106 | $193.3M |
| Other investment advisers | 1 | $1.6M |
States served
AZ, GA, ME, MA, NC, SC, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD