A complete list of active advisors currently associated with Richmond Brothers, Inc.
Warmer can help you find a great advisor at Richmond Brothers, Inc. or one who fits your needs even better.
Richmond Brothers, Inc. is a team investment adviser that manages roughly $240.6 million for individuals (including high‑net‑worth clients), charitable organizations, pension and profit‑sharing plans, and various business entities. The firm offers comprehensive portfolio management and financial planning and consulting, and additionally provides Medicare consulting through a partnership with Advisor Excel Medicare Solutions. For discretionary accounts Richmond Brothers implements portfolios using ETFs, mutual funds, individual stocks and bonds, and may allocate to model portfolios managed by sub‑advisors (including a platform relationship with AE Wealth Management); accounts are monitored and reviewed on a regular basis with sub‑advisor activity overseen by the firm. The firm employs a range of analytical methods (macro, fundamental, technical, cyclical) and may use long‑ and short‑term trading, trading within 30 days, and options strategies where appropriate. What is less common among peers is that Richmond Brothers sponsors and syndicates private placement funds through an affiliated manager for accredited investors and discloses potential conflicts related to affiliated personnel’s roles in portfolio companies. The firm also discloses the use of paid testimonials and endorsements (with written agreements) and co‑sponsors client education events, practices that the firm notes and documents under its compliance disclosures.
To learn more about the advisors currently working at Richmond Brothers, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Jackson, MI
| 15
| |
Jackson, MI
| 17
| |
Jackson, MI
| 5
| |
Jackson, MI
| 14
|
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