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Building 2PAUL FINANCIAL SERVICES INC

Map pinBURLINGTON, VT
Phone802-862-1545
NotebookSEC #801-40399
Total AUM
$51M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
171 CRESCENT ROAD
BURLINGTON
VT 05401
USA
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
802-862-1545

ReceiptFinancials

Total AUM
$51M
Accounts
101
Discretionary
$51M
Accounts
101
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
VT

HandshakeAffiliates

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

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