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Aaron Samuel Richmond

DVSM, LP·PORTLAND, Oregon
Unclaimed Profile
760 SW NINTH AVENUE, SUITE 2300, PORTLAND, OR 97205CRD# 6025231Firm CRD# 160800
01

About

Aaron Samuel Richmond is a registered financial advisor based in PORTLAND, Oregon, affiliated with DVSM, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DVSM, LP
ENDEAVOUR CAPITAL
AUM
$2.2B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at DVSM, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6025231
Firm CRD# 160800
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Aaron Samuel Richmond offer?
Aaron Samuel Richmond specializes in Retirement Planning. Contact their office in PORTLAND, Oregon for a consultation.
What are Aaron Samuel Richmond's credentials?
Aaron Samuel Richmond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Samuel Richmond located?
Aaron Samuel Richmond is based in PORTLAND, Oregon, working with DVSM, LP. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Aaron Samuel Richmond charge for services?
Aaron Samuel Richmond's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DVSM, LP?
DVSM, LP has approximately 23 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
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Research
Advisor Fees in OregonNational Fee Analysis
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