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Paul Herman Lundmark

Richmond Capital Management Inc.

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About Paul Herman Lundmark

Paul Herman Lundmark is a financial advisor registered with Richmond Capital Management Inc. located in RICHMOND, Virginia. Paul has been in the industry since 1991. Paul is registered with the state of Virginia and has passed both the Series 7 and Series 63 exams. Paul is also a Chartered Financial Analyst. The firm has been in business since 2003 and has approximately $5,585,261,000 in regulatory assets under management.

Firm Information

Paul Lundmark 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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Paul Lundmark’s Registration & Firm History

VA

09/09/2003 - Present

Richmond Capital Management Inc. (RICHMOND VA)

TX

01/23/1992 - 06/03/2002

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

FL

03/12/1991 - 07/19/1991

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 04/23/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/11/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Herman Lundmark.
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