Richardson Financial Services Inc.
● SEC registered since 2020CRD 130715SEC# 801-119439Medway, MA
Reg. AUM
$256.1M
Employees
6
Accounts
1,302
Location
Medway, MA
Richardson Financial Services Inc. assets under management
Richardson Financial Services Inc. is a registered investment adviser overseen by the SEC based in Medway, MA. The firm has been registered since 2020. It reports $256.1 million in regulatory assets under management and employs 6 people.
Richardson Financial Services Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Michael Pitts Control | Chief Compliance Officer | Under 5% | 2021 |
| Steven Michael Richardson Control | President | Over 75% | 1997 |
Frequently asked questions
How much does Richardson Financial Services Inc. manage?
Richardson Financial Services Inc. reports $256.1 million in regulatory assets under management on its Form ADV.
How many employees does Richardson Financial Services Inc. have?
Richardson Financial Services Inc. reports 6 employees.
Where is Richardson Financial Services Inc. located?
Richardson Financial Services Inc. is based in Medway, MA and has been SEC-registered since 2020.
Does Richardson Financial Services Inc. disclose fund performance?
Richardson Financial Services Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 165 Village St, Medway, MA 02053 |
| Phone | 508.533.2335 |
| Fax | 508.533.7666 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$256.1M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$256.1Mregulatory AUM
Discretionary $222.5MNon-discretionary $33.6M