Private Market View

RICHARD BROTHERS, FINANCIAL ADVISORS

Other · SOUTH PORTLAND, ME

AUM
$61K
Portfolio companies
Recorded deals
Last investment

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.