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Michael Ibarra

Richmond Capital Management Inc.

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About Michael Ibarra

Michael Ibarra is a registered Investment Advisor Representative with Richmond Capital Management Inc.. Michael has been in the financial services industry since 2007. Michael is licensed in California and Virginia. Michael has a Series 63, Series 65, and SIE licenses. Michael specializes in Portfolio Management for Businesses, Individuals, and Pooled Investment Vehicles. Michael's previous employers include Regenvision, LLC, American Realty Advisors, CityCraft Community Partners, Amalgamated Bank, and Landon Butler and Associates.

Firm Information

Michael Ibarra is currently registered with Richmond Capital Management Inc.. Richmond Capital Management Inc. is an investment advisor headquartered in Richmond, VA. They manage a total of $5.59 billion in assets for a variety of clients, including individuals, corporations, and institutional investors. They provide a range of advisory services, including portfolio management, financial planning, and educational seminars. They specialize in managing investments for pooled investment vehicles, such as pension plans, and have experience with a wide range of clients, including insurance companies, charitable organizations, and state and municipal government entities.
Richmond Capital Management Inc.

1509A BELLEVILLE STREET

RICHMOND, VA 23230

$5.59B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Ibarra’s Registration & Firm History

VA

07/04/2022 - Present

Richmond Capital Management Inc. (RICHMOND VA)

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Licenses & Designations

IA

Issued 07/02/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Ibarra.
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