Overview
Assets Under Management: $293 million
Headquarters: NOVI, MI
High-Net-Worth Clients: 964
Average Client Assets: $245,867
Frequently Asked Questions
RICHARD W. PAUL & ASSOCIATES, LLC 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 #156812), RICHARD W. PAUL & ASSOCIATES, LLC is subject to fiduciary duty under federal law.
RICHARD W. PAUL & ASSOCIATES, LLC is headquartered in NOVI, MI.
RICHARD W. PAUL & ASSOCIATES, LLC serves 964 high-net-worth clients according to their SEC filing dated February 19, 2024. View client details ↓
According to their SEC Form ADV, RICHARD W. PAUL & ASSOCIATES, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
RICHARD W. PAUL & ASSOCIATES, LLC manages $293 million in client assets according to their SEC filing dated February 19, 2024.
According to their SEC Form ADV, RICHARD W. PAUL & ASSOCIATES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 964
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.30
Average High-Net-Worth Client Assets: $245,867
Total Client Accounts: 1,765
Discretionary Accounts: 1,765
Regulatory Filings
CRD Number: 156812
Last Filing Date: 2024-02-19 00:00:00
Website: https://rwpaul.com