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Senior Vice President of Investment Services · Richmond Brothers, Inc.

Matthew J. Curfman

CRD 3268909 · Named on Form ADV at one SEC-registered adviser

At a glance

Richmond Brothers, Inc., an SEC-registered wealth manager based in Jackson, MI with $241 million in regulatory assets, lists Matthew J. Curfman on its Form ADV as Senior Vice President of Investment Services, a control person.

Firms and roles

  • Richmond Brothers, Inc.Senior Vice President of Investment ServicesWealth manager · Jackson, MI · $241M in regulatory assets

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.