Overview
Assets Under Management: $1.1 billion
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 347
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 347
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.13
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,496
Discretionary Accounts: 2,477
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 297284
Last Filing Date: 2025-02-24 00:00:00
Website: https://paulried.com