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Matthew Riley Richmond

RICHMOND INVESTMENT SERVICES LLC·MEQUON, Wisconsin
Unclaimed Profile
7702 W MEQUON RD, MEQUON, WI 53097-3217CRD# 2729015Firm CRD# 327451
01

About

Matthew Riley Richmond is a registered financial advisor based in MEQUON, Wisconsin, affiliated with RICHMOND INVESTMENT SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RICHMOND INVESTMENT SERVICES LLC
RICHMOND INVESTMENT SERVICES LLC
AUM
$366M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at RICHMOND INVESTMENT SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2729015
Firm CRD# 327451
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Riley Richmond offer?
Matthew Riley Richmond specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEQUON, Wisconsin for a consultation.
What are Matthew Riley Richmond's credentials?
Matthew Riley Richmond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Riley Richmond located?
Matthew Riley Richmond is based in MEQUON, Wisconsin, working with RICHMOND INVESTMENT SERVICES LLC. Their office serves clients in the MEQUON metropolitan area and surrounding communities.
How does Matthew Riley Richmond charge for services?
Matthew Riley Richmond'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 RICHMOND INVESTMENT SERVICES LLC?
RICHMOND INVESTMENT SERVICES LLC has approximately 11 employees and manages $366M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MEQUON
James Francis Marshall — SPECTRUM INVESTMENT ADVISORS, INC.Jonathan James Marshall — SPECTRUM INVESTMENT ADVISORS, INC.Manuel Nmn Rosado — SPECTRUM INVESTMENT ADVISORS, INC.Cheryl Ann Besaw — SPECTRUM INVESTMENT ADVISORS, INC.Eli Blee-Goldman — CAPITAL MIDWEST ADVISORS III, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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