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Home > Retirement Planners > washington > spokane > RICHARDS MERRILL WEALTH MANAGEMENT
RICHARDS MERRILL WEALTH MANAGEMENT
612 West Main Street
The M Building Suite 201
Spokane, Washington 99201-0645
Tel: 509-624-3174
About RICHARDS MERRILL WEALTH MANAGEMENT
RICHARDS MERRILL WEALTH MANAGEMENT, formally registered with the SEC as RICHARDS MERRILL WEALTH MANAGEMENT. The firm was established in 04/27/2018. They have over 1 offices throughout the country.
RICHARDS MERRILL WEALTH MANAGEMENT is a Spokane, Washington based Financial Planning firm with nearly $514,464,239 assets under management, offering retirement planning & investment advisory services to 1061 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 713 |
| SEC# | 801-113034 |
| Assets Managed by Firm | $514,464,239 |
| No. of Clients | 1061 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1061 | $514,464,239 |
| Individuals (other than high net worth individuals) | 303 | $153,889,369 |
| High net worth individuals | 50 | $278,200,716 |
| Pension and profit sharing plans | 6 | $62,675,307 |
| Charitable organizations | Fewer than 5 clients | $19,698,847 |
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