RICHARD BROTHERS, FINANCIAL ADVISORS

50 Donald B. Dean Drive
Suite One
South Portland, Maine 04106
Tel: 207-879-2352

About RICHARD BROTHERS, FINANCIAL ADVISORS

RICHARD BROTHERS, FINANCIAL ADVISORS, formally registered with the SEC as RICHARD BROTHERS, FINANCIAL ADVISORS. The firm was established in 11/18/2021. They have over 1 offices throughout the country.

RICHARD BROTHERS, FINANCIAL ADVISORS is a South Portland, Maine based Financial Planning firm with nearly $130,161,134 assets under management, offering retirement planning & investment advisory services to 433 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113826
SEC#	801-122718
Assets Managed by Firm	$130,161,134
No. of Clients	433
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (% OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	433	$130,161,134
Individuals (other than high net worth individuals)	132	$37,643,230
High net worth individuals	44	$87,926,448
Pension and profit sharing plans	Fewer than 5 clients	$2,555,360
Charitable organizations	Fewer than 5 clients	$1,087,459
Corporations or other businesses	Fewer than 5 clients	$948,637

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