RICHLAND ADVISORY, LLC
Legal name: RICHLAND ADVISORY
CRD #168506 SEC #801-78357 BRENTWOOD, TN (615) 373-6865
SEC Registered
Total AUM
$34.7M
Discretionary
$32.2M
Employees
1
Clients
1
Accounts
187
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 2, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WARD, TERRI, BOLDEN | I | MANAGING MEMBERR & CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, TERRI, BOLDEN | I | MANAGING MEMBERR & CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, TERRI, BOLDEN | I | MANAGING MEMBERR & CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, TERRI, BOLDEN | I | MANAGING MEMBERR & CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, TERRI, BOLDEN | I | MANAGING MEMBERR & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 2, 2013 REGISTERED
Notice Filings (1)
TN
Address
5115 MARYLAND WAYBRENTWOOD, TN 37027
United States
Phone: (615) 373-6865