RICHMOND INVESTMENT SERVICES LLC

RICHMOND INVESTMENT SERVICES LLC of MEQUON, WI is an SEC-registered investment adviser (CRD 327451). Regulatory assets under management: $453.2M.

Registration

• CRD: 327451
• SEC file number: 801-129477
• Type: Registered investment adviser
• Location: 7702 W MEQUON RD, MEQUON, WI, 53097-3217
• Phone: 262-242-4200
• Latest filing: 2026-06-29
• Regulatory AUM: $453.2M
• Discretionary AUM: $453.2M
• Clients: 14
• Accounts: 1,438

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327451 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search