other names
  • RICHMOND BROTHERS, INC.

Adviser Profile

As of Date 04/01/2025
ADV Location JACKSON, MI, United States
Adviser Type - Large advisory firm
Number of Employees 17 -6%
of those in investment advisory functions 7 40%
Registration SEC, Approved, 09/28/2011
AUM* 241,700,000 4%
of that, discretionary 241,700,000 4%
Private Fund GAV* 0
Avg Account Size 127,278 15%
% High Net Worth 13.56% 1%
SMA’s Yes
Private Funds 0
Contact Info (51 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

274M 234M 195M 156M 117M 78M 39M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker46090E103 Stock NameINVESCO QQQ TR $ Position$26,618,929 % Position17.00% $ Change40576.00% # Change34368.00%
Stck Ticker921937827 Stock NameVANGUARD BD INDEX FDS $ Position$15,174,710 % Position10.00% $ Change-45.00% # Change-45.00%
Stck Ticker46090E103 Stock NameINVESCO QQQ TR $ Position$11,407,463 % Position7.00% $ Change12.00% # Change-5.00%
Stck Ticker921937819 Stock NameVANGUARD BD INDEX FDS $ Position$9,235,235 % Position6.00% $ Change-33.00% # Change-34.00%
Stck Ticker92204A884 Stock NameVANGUARD WORLD FD $ Position$7,354,695 % Position5.00% $ Change-6.00% # Change-18.00%
Stck Ticker92204A876 Stock NameVANGUARD WORLD FD $ Position$7,389,385 % Position5.00% $ Change-9.00% # Change-12.00%
Stck Ticker92204A702 Stock NameVANGUARD WORLD FD $ Position$7,027,158 % Position5.00% $ Change98.00% # Change62.00%
Stck Ticker92204A603 Stock NameVANGUARD WORLD FD $ Position$7,152,793 % Position5.00% $ Change-6.00% # Change-17.00%
Stck Ticker92204A405 Stock NameVANGUARD WORLD FD $ Position$7,179,580 % Position5.00% $ Change-12.00% # Change-18.00%
Stck Ticker92204A207 Stock NameVANGUARD WORLD FD $ Position$7,016,942 % Position5.00% $ Change-10.00% # Change-10.00%

Brochure Summary