Investment adviser · CRD 168506
RICHLAND ADVISORY
Investment adviser filing (IA)
RICHLAND ADVISORY, LLC
BRENTWOOD, TN, United States · Form ADV filed Dec 2, 2013
- Regulatory AUM
- $34.7M Form ADV · Item 5.F
- Client accounts
- 187 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 2, 2013. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5115 MARYLAND WAYBRENTWOOD, TN, 37027, United States
CRD 168506
Filing source
Form ADV 769014 · Dec 2, 2013 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.