Key facts
- RICHARD BROTHERS, FINANCIAL ADVISORS is a other based in SOUTH PORTLAND, ME.
- RICHARD BROTHERS, FINANCIAL ADVISORS reports $61K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 113826- Regulatory AUM
- $61K
- Private fund assets
- —
- Private funds
- —
- Staff
- 10
- Registered office
- SOUTH PORTLAND, ME
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as ALLEGIANCE FINANCIAL GROUP, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for RICHARD BROTHERS, FINANCIAL ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is RICHARD BROTHERS, FINANCIAL ADVISORS's AUM?
- RICHARD BROTHERS, FINANCIAL ADVISORS manages approximately $61K in assets.