Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > michigan > jackson > RICHMOND BROTHERS, INC.
RICHMOND BROTHERS, INC.
3568 Wildwood Avenue
Jackson, Michigan 49202
Tel: (517) 435-4040
About RICHMOND BROTHERS, INC.
RICHMOND BROTHERS, INC, formally registered with the SEC as RICHMOND BROTHERS, INC. The firm was established in 09/28/2011. They have over 1 offices throughout the country.
RICHMOND BROTHERS, INC. is a Jackson, Michigan based Financial Planning firm with nearly $231,900,000 assets under management, offering retirement planning & investment advisory services to 2092 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158916 |
| SEC# | 801-72736 |
| Assets Managed by Firm | $231,900,000 |
| No. of Clients | 2092 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2092 | $231,900,000 |
| Individuals (other than high net worth individuals) | 674 | $111,600,000 |
| High net worth individuals | 105 | $111,900,000 |
| Charitable organizations | 5 | $8,400,000 |
More Retirement Planning firms in Jackson, Michigan:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Jackson, Michigan