Nathan
Corroy

Richardson Capital Management, LLC

CRD#5443185
Investment Advisor
in Menomonee Falls, WI

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About this Advisor

Nathan Corroy is a financial advisor based in Menomonee Falls, Wisconsin, working with Richardson Capital Management, LLC. Nathan has previously held a position at Richardson Capital Management, LLC and is registered to provide services in Wisconsin. Currently, Nathan is part of Richardson Capital Management, LLC, which operates out of Menomonee Falls, Wisconsin. The firm has 7 employees and manages assets totaling $445.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Richardson Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

W134 N8688 Executive Parkway
Menomonee Falls, WI 53051

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Richardson Capital Management, LLC Brokerage Details

Total Assets Under Management

$445,461,076

WI Average: $2,826,565,184
Total Number of Employees

7

WI Average: 43
Total Number of Accounts

222

WI Average: 1,898
Average Account Size

$2,006,581

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Nathan Corroy Work History

2014 - Present (10 years)

Richardson Capital Management, LLC

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

Nathan Corroy
Menomonee Falls, WI
Daniel Brown
Menomonee Falls, WI
Bryan Becker
Menomonee Falls, WI
Scott Richardson
Menomonee Falls, WI
Mark Steele
Menomonee Falls, WI
Michael Richardson
Menomonee Falls, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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