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RICHMOND BROTHERS, INC.
CRD 158916 · SEC 801-72736
3568 WILDWOOD AVENUE, JACKSON, MI, 49202, United States
Phone
(517) 435-4040
Fax
(517) 905-6030
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$240.6M
Discretionary AUM
$240.6M
Team
20 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 566 | $116.9M |
| High net worth individuals | 99 | $115.3M |
| Charitable organizations | 2 | $8.4M |
States served
AZ, MI, NC, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD