Overview
Assets Under Management: $122 million
Headquarters: NYACK, NY
High-Net-Worth Clients: 36
Average Client Assets: $1.8 million
Frequently Asked Questions
PAOLINO, WILLIAM is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126118), PAOLINO, WILLIAM is subject to fiduciary duty under federal law.
PAOLINO, WILLIAM is headquartered in NYACK, NY.
PAOLINO, WILLIAM serves 36 high-net-worth clients according to their SEC filing dated March 08, 2018. View client details ↓
According to their SEC Form ADV, PAOLINO, WILLIAM offers financial planning and portfolio management for individuals. View all service details ↓
PAOLINO, WILLIAM manages $122 million in client assets according to their SEC filing dated March 08, 2018.
According to their SEC Form ADV, PAOLINO, WILLIAM serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.75%
Average Client Assets: $1.8 million
Total Client Accounts: 589
Discretionary Accounts: 589
Regulatory Filings
CRD Number: 126118
Filing ID: 1188291
Last Filing Date: 2018-03-08 18:18:00