Richmond Investment Services LLC
Richmond Investment Services LLC is an SEC-registered mass-market adviser in Mequon, WI with $453.2M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Richmond Investment Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327451, SEC 801-129477, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $453.2M (2026-06-29)
- Firm type
- Mass-Market Adviser
- Location
- Mequon, WI
- Employees
- 14
- Clients
- 890
- CRD
- 327451
- Ownership
- RICHMOND, MATTHEW, RILEY; Becker, Christopher, Allen
How much AUM does Richmond Investment Services LLC have?
Richmond Investment Services LLC reported $453.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Richmond Investment Services LLC?
Disclosed owners and executives of Richmond Investment Services LLC include RICHMOND, MATTHEW, RILEY, Becker, Christopher, Allen. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.