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RICHMOND INVESTMENT SERVICES LLC
CRD 327451 · SEC 801-129477
7702 W MEQUON RD, MEQUON, WI, 53097-3217, United States
Phone
262-242-4200
Fax
262-242-4200
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$453.2M
Discretionary AUM
$453.2M
Team
13 total employees; 13 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 484 | $108.0M |
| High net worth individuals | 393 | $337.6M |
| Pension/profit sharing plans | 2 | $3.0M |
| Charitable organizations | 7 | $4.3M |
| Corporations/business entities | 4 | $271K |
States served
AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, LA, MD, MA, MI, MN, NV, NY, NC, OH, OR, SC, TN, UT, VA, WI, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD