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Building 2PAUL R. RIED FINANCIAL GROUP, LLC

Map pinBELLEVUE, WA
Phone425-646-6777
NotebookSEC #801-113796
Total AUM
$1.3B
Employees
12
Clients
1,060

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10801 MAIN STREET
SUITE 201
BELLEVUE
WA 98004-6366
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
425-646-6777

ReceiptFinancials

Total AUM
$1.3B
Accounts
2,516
Discretionary
$1.3B
Accounts
2,498
Non-Discretionary
$10.9M
Accounts
18

ContactClients

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Individual Clients
658
AUM
$328.8M
HNW Individual Clients
401
AUM
$938.9M
Charitable Organization Clients
1
AUM
$423.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLHIIDMIMTNHORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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