Richmond Financial Group
Richmond Financial Group (CRD# 122942) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $1,350,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Richmond Financial Group
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts45ACCOUNTS
-
Average Account Value$30,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Richmond Financial Group
No Advisor Found.
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