Overview
Assets Under Management: $293 million
Headquarters: NOVI, MI
High-Net-Worth Clients: 964
Average Client Assets: $245,867
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