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Rich Mikkelson Rich Financial Advisors LLC (Madison)


Rich Mikkelson Rich Financial Advisors LLC is a large advisory firm based in Madison. It manages $77.62 million of regulatory assets for 799 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Illinois, Minnesota, Texas, and Wisconsin.

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Rich Mikkelson Rich Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rich Mikkelson Rich Financial Advisors: assets under management

The assets under management (AUM) of Rich Mikkelson Rich Financial Advisors LLC is $77.62 million. The firm's AUM has grown by 148% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $77.37 million in discretionary accounts and $242.73 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $98.06 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $24.27 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rich Mikkelson Rich Financial Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Madison

The principal office where Rich Mikkelson Rich Financial Advisors LLC performs its advisory services is located at 6425 Odana Road, Madison, WI 53719, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 608-275-3442 or by fax 608-275-3445. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.rmradvisors.com.


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