Richardson Capital Management, LLC, a local investment advisory firm based out of Menomonee Falls, WI, boasts a strong presence in the financial industry. With over 80 individual clients and an impressive $402,984,000 in assets under management, they have established themselves as a trusted partner for their clients' financial needs.
While Richardson Capital Management primarily focuses on managing discretionary assets, which constitute a substantial 80% of their portfolio, they also possess the expertise to handle employer funds. High net worth individuals comprise the majority of their client base, demonstrating the firm's abil...
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Assets Under Mgmt
$402.98M
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.