Nathan
Corroy
Richardson Capital Management, LLC
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About this Advisor
Nathan Corroy is a certified financial planner who works in Menomonee Falls, Wisconsin, who has 8 years of industry experience. Corroy is currently employed by Richardson Capital Management, LLC. Their career trajectory has included roles at Richardson Capital Management, LLC and Ffp Wealth Management. Corroy is registered to serve investors in Wisconsin. Richardson Capital Management, LLC is an advisory company based out of Menomonee Falls, WI. It controls $403 million in total assets across its 204 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 204 accounts, 60% belong to high-net-worth investors who have more than $1 million in investable assets. Richardson Capital Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. A financial advisor's fee schedules vary depending on the type of financial services. However, fee types charged by Richardson Capital Management, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Richardson Capital Management, LLC Brokerage Details
$402,984,186
6
204
$1,975,413
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Nathan Corroy Work History
Nathan has been registered as a financial advisor for 8 years.*
Richardson Capital Management, LLC
Ffp Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nathan Corroy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Richardson Capital Management, LLC
Menomonee Falls, WI
Menomonee Falls, WI
Menomonee Falls, WI
Menomonee Falls, WI
Menomonee Falls, WI
Menomonee Falls, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
