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RICHMOND BROTHERS, INC.

3568 Wildwood Avenue
Jackson, Michigan 49202
Tel: (517) 435-4040

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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 StatusApproved
Firm CRD#158916
SEC#801-72736
Assets Managed by Firm$231,900,000
No. of Clients2092
No. of Advisors18

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 ClientsAUM
Firm Total2092$231,900,000
Individuals (other than high net worth individuals)674$111,600,000
High net worth individuals105$111,900,000
Charitable organizations5$8,400,000

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OA PRIVATE CAPITAL
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YOUSIF CAPITAL MANAGEMENT, LLC
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BRICKTOWN CAPITAL, LLC
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