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Building 2RICHARD W. PAUL & ASSOCIATES, LLC

Map pinNOVI, MI
Phone248-305-9911
NotebookSEC #801-116985
Total AUM
$372.8M
Employees
8
Clients
674

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
39555 ORCHARD HILL PLACE
SUITE 100
NOVI
MI 48375
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
248-305-9911
Other Offices
2

ReceiptFinancials

Total AUM
$372.8M
Accounts
1,755
Discretionary
$372.8M
Accounts
1,755
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
325
AUM
$60.2M
HNW Individual Clients
348
AUM
$312.3M
Charitable Organization Clients
1
AUM
$364.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/Suspension
State Registrations
FLMITX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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