RICHARDSON FINANCIAL SERVICES INC.
Legal name: RICHARDSON FINANCIAL SERVICES
CRD #130715 SEC #801-119439 MEDWAY, MA 508.533.2335
SEC Registered
Total AUM
$212.9M
Discretionary
$179.2M
Employees
5
Clients
25
Accounts
602
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $212.9M | $179.2M | $33.7M | 5 | 0 |
| Mar 2025 | $212.9M | $179.2M | $33.7M | 5 | 0 |
| Mar 2024 | $180M | $167.2M | $12.8M | 5 | 0 |
| Nov 2023 | $145.3M | $145.3M | $0 | 5 | 0 |
| Mar 2023 | $145.3M | $145.3M | $0 | 5 | 0 |
| Apr 2022 | $176.1M | $176.1M | $0 | 4 | 5 |
| Nov 2021 | $135.7M | $135.7M | $0 | 4 | 5 |
| Mar 2021 | $135.7M | $135.7M | $0 | 4 | 5 |
| Aug 2020 | $120.6M | $120.6M | $0 | 4 | 5 |
| Jun 2012 | $45.6M | $45.6M | $0 | 1 | 118 |
| Mar 2012 | $45.6M | $45.6M | $0 | 1 | 118 |
| Mar 2011 | $40.1M | $40.1M | $0 | 5 | -- |
| Apr 2007 | $34.6M | $34.6M | $0 | 5 | -- |
| Dec 2006 | $28.3M | $28.3M | $0 | 5 | -- |
DateAug 2025
Total AUM$212.9M
Discretionary$179.2M
Non-Disc.$33.7M
Employees5
Clients0
DateMar 2025
Total AUM$212.9M
Discretionary$179.2M
Non-Disc.$33.7M
Employees5
Clients0
DateMar 2024
Total AUM$180M
Discretionary$167.2M
Non-Disc.$12.8M
Employees5
Clients0
DateNov 2023
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$176.1M
Discretionary$176.1M
Non-Disc.$0
Employees4
Clients5
DateNov 2021
Total AUM$135.7M
Discretionary$135.7M
Non-Disc.$0
Employees4
Clients5
DateMar 2021
Total AUM$135.7M
Discretionary$135.7M
Non-Disc.$0
Employees4
Clients5
DateAug 2020
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees4
Clients5
DateJun 2012
Total AUM$45.6M
Discretionary$45.6M
Non-Disc.$0
Employees1
Clients118
DateMar 2012
Total AUM$45.6M
Discretionary$45.6M
Non-Disc.$0
Employees1
Clients118
DateMar 2011
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$34.6M
Discretionary$34.6M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$28.3M
Discretionary$28.3M
Non-Disc.$0
Employees5
Clients--