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Scott Patrick Richardson

RICHARDSON CAPITAL MANAGEMENT, LLC·MENOMONEE FALLS, Wisconsin
Clean recordRICHARDSON CAPITAL MANAGEMENT, LLC
W134 N8688 EXECUTIVE PARKWAY, MENOMONEE FALLS, WI 53051CRD# 1859684Firm CRD# 130985

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Patrick Richardson · MENOMONEE FALLS, WI
Registration
CRD #1859684 · RICHARDSON CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Scott Patrick Richardson is a registered financial advisor based in MENOMONEE FALLS, Wisconsin, affiliated with RICHARDSON CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RICHARDSON CAPITAL MANAGEMENT, LLC
RICHARDSON CAPITAL MANAGEMENT, LLC
AUM
$445M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at RICHARDSON CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1859684
Firm CRD# 130985
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scott Patrick Richardson offer?
Scott Patrick Richardson specializes in Financial Planning, Investment Management. Contact their office in MENOMONEE FALLS, Wisconsin for a consultation.
What are Scott Patrick Richardson's credentials?
Scott Patrick Richardson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Patrick Richardson located?
Scott Patrick Richardson is based in MENOMONEE FALLS, Wisconsin, working with RICHARDSON CAPITAL MANAGEMENT, LLC. Their office serves clients in the MENOMONEE FALLS metropolitan area and surrounding communities.
How does Scott Patrick Richardson charge for services?
Scott Patrick Richardson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RICHARDSON CAPITAL MANAGEMENT, LLC?
RICHARDSON CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $445M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RICHARDSON CAPITAL MANAGEMENT, LLC

Patricia L Richardson
MENOMONEE FALLS, WI

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Research
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