RICHMOND INVESTMENT SERVICES LLC
CRD #327451 SEC #801-129477 MEQUON, WI 262-242-4200
SEC Registered
Total AUM
$393.5M
Discretionary
$393.5M
Employees
13
Clients
51
Accounts
1,306
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $393.5M | $393.5M | $0 | 13 | 0 |
| Oct 2025 | $393.5M | $393.5M | $0 | 13 | 0 |
| Jul 2025 | $393.5M | $393.5M | $0 | 10 | 0 |
| Mar 2025 | $393.5M | $393.5M | $0 | 10 | 0 |
| Feb 2025 | $365.8M | $365.8M | $0 | 10 | 0 |
| Dec 2024 | $365.8M | $365.8M | $0 | 11 | 0 |
| Sep 2024 | $365.8M | $365.8M | $0 | 11 | 0 |
| Aug 2024 | $365.8M | $365.8M | $0 | 11 | 0 |
| Jul 2024 | $360.3M | $360.3M | $0 | 26 | 0 |
| Jun 2024 | $360.3M | $360.3M | $0 | 25 | 0 |
| Jun 2024 | $360.3M | $360.3M | $0 | 22 | 0 |
| Jun 2024 | $360.3M | $360.3M | $0 | 21 | 0 |
| Jun 2024 | $360.3M | $360.3M | $0 | 19 | 0 |
DateOct 2025
Total AUM$393.5M
Discretionary$393.5M
Non-Disc.$0
Employees13
Clients0
DateOct 2025
Total AUM$393.5M
Discretionary$393.5M
Non-Disc.$0
Employees13
Clients0
DateJul 2025
Total AUM$393.5M
Discretionary$393.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$393.5M
Discretionary$393.5M
Non-Disc.$0
Employees10
Clients0
DateFeb 2025
Total AUM$365.8M
Discretionary$365.8M
Non-Disc.$0
Employees10
Clients0
DateDec 2024
Total AUM$365.8M
Discretionary$365.8M
Non-Disc.$0
Employees11
Clients0
DateSep 2024
Total AUM$365.8M
Discretionary$365.8M
Non-Disc.$0
Employees11
Clients0
DateAug 2024
Total AUM$365.8M
Discretionary$365.8M
Non-Disc.$0
Employees11
Clients0
DateJul 2024
Total AUM$360.3M
Discretionary$360.3M
Non-Disc.$0
Employees26
Clients0
DateJun 2024
Total AUM$360.3M
Discretionary$360.3M
Non-Disc.$0
Employees25
Clients0
DateJun 2024
Total AUM$360.3M
Discretionary$360.3M
Non-Disc.$0
Employees22
Clients0
DateJun 2024
Total AUM$360.3M
Discretionary$360.3M
Non-Disc.$0
Employees21
Clients0
DateJun 2024
Total AUM$360.3M
Discretionary$360.3M
Non-Disc.$0
Employees19
Clients0