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RICHARDSON CAPITAL MANAGEMENT, LLC
W134 N8688 Executive Parkway
Menomonee Falls, Wisconsin 53051
Tel: 262-255-4100
About RICHARDSON CAPITAL MANAGEMENT, LLC
RICHARDSON CAPITAL MANAGEMENT, LLC, formally registered with the SEC as RICHARDSON CAPITAL MANAGEMENT, LLC. The firm was established in 05/18/2004. They have over 1 offices throughout the country.
RICHARDSON CAPITAL MANAGEMENT, LLC is a Menomonee Falls, Wisconsin based Financial Planning firm with nearly $445,461,076 assets under management, offering retirement planning & investment advisory services to 222 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130985 |
| SEC# | 801-63149 |
| Assets Managed by Firm | $445,461,076 |
| No. of Clients | 222 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (ANALYSIS OF EXISTING PORTFOLIOS AND ADVICE)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 222 | $445,461,076 |
| Individuals (other than high net worth individuals) | 95 | $46,870,208 |
| High net worth individuals | 126 | $398,100,778 |
| Charitable organizations | 1 | $490,090 |
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