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Principal/ceo/cco · Richmond Investment Services LLC

Matthew R. Richmond

CRD 2729015 · Named on Form ADV at one SEC-registered adviser

At a glance

Richmond Investment Services LLC, an SEC-registered wealth manager based in Mequon, WI with $453 million in regulatory assets, lists Matthew R. Richmond on its Form ADV as Principal/ceo/cco, a control person.

Firms and roles

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.

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.