Richmond Brothers, Inc.

Richmond Brothers, Inc. (CRD# 158916) is a financial advisory firm headquartered in Jackson, MI. They manage $278,414,702 in 3,028 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    3,028
    ACCOUNTS
  • Average Account Value
    $91,947
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, MI, NC, OH, TX

Financial Advisors at Richmond Brothers, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Matthew J. Curfman
CRD#: 3268909
3568 Wildwood Avenue, Jackson, MI 49202
96
Wealthminder
score

Matthew Curfman (CRD# 3268909) is an Investment Advisor Representative working at Richmond Brothers, Inc. in Jackson, MI and has over 16 years of experience in the finance industry. Matthew Curfman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Daniel J. Vredeveld
CRD#: 5993689
3568 Wildwood Avenue, Jackson, MI 49202
93
Wealthminder
score

Daniel Vredeveld (CRD# 5993689) is an Investment Advisor Representative working at Richmond Brothers, Inc. in Jackson, MI and has over 4 years of experience in the finance industry. Daniel Vredeveld has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
David S. Richmond
CRD#: 2256619
3568 Wildwood Avenue, Jackson, MI 49202
86
Wealthminder
score

David Richmond (CRD# 2256619) is an Investment Advisor Representative working at Richmond Brothers, Inc. in Jackson, MI and has over 24 years of experience in the finance industry.

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