Luis Contreras
Investment adviser representative at Richmond Capital Management Inc
11 yearsExperience
1 stateRegistered in
$5.9BFirm assets
44 yearsFirm in business
Are you Luis Contreras? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Richmond Capital Management IncMar 2025 to now
- Dws Investment Management AmericasMay 2022 to Mar 2025
- University of MinnesotaJul 2020 to May 2022
- Soc, LLCMar 2015 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
Richmond Capital Management Inc
$5.9BAssets managed
166Clients
9Advisers
44 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8069336
- Firm CRD
- 104636