Richardson Gmp (Usa) Limited is an adviser based in Toronto, Ontario. It manages $99 million of regulatory assets for 216 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 26 other states.
Richardson Gmp (Usa) Limited provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Richardson Gmp (Usa) Limited is $99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4400% since the beginning of its operation, and $1.08 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Richardson Gmp (Usa) Limited for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Scott Stennett is high net worth individuals with 47 clients and $54.5 million of assets under management. Among the 5 most similar advisory firms, Richardson Gmp (Usa) Limited has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $99 million for 216 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 14% of the firm’s clients are foreign persons or businesses.
Richardson Gmp (Usa) Limited doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. No employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Scott Stennett has been acting as President since 1 Feb 2017. Elliot Muchnik joined the executive team most recently as the Director, Chief Financial Officer And Secretary.
The principal office where Richardson Gmp (Usa) Limited performs its advisory services is located at 500 145 King Street West, Toronto, Ontario, M5 H 1 J8, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 1-855-204-7467 or by fax 416-941-0830. The normal business hours are 9-5 on Monday - Friday.