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RICHMOND INVESTMENT SERVICES LLC
RICHMOND INVESTMENT SERVICES LLC
MEQUON, Wisconsin
·
2 registered advisors
·
CRD# 327451
SEC# 801-129477
1
262-242-4200
01
Firm Overview
AUM
$366M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at RICHMOND INVESTMENT SERVICES LLC
2 registered advisors
Christopher Allen Becker
MEQUON, Wisconsin
CRD# 6769200
Matthew Riley Richmond
MEQUON, Wisconsin
CRD# 2729015
05
Office Locations
MEQUON, Wisconsin
2 advisors
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Data sourced from SEC Form ADV filings. RICHMOND INVESTMENT SERVICES LLC (CRD# 327451) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.