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Building 2PAULO FINANCIAL ADVISORS, LLC

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Phone(718) 370-3464
NotebookSEC #801-79798
Total AUM
$57M
Employees
1
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(718) 370-3464

ReceiptFinancials

Total AUM
$57M
Accounts
105
Discretionary
$55.5M
Accounts
102
Non-Discretionary
$1.5M
Accounts
3

ContactClients

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Individual Clients
28
AUM
$21.3M
HNW Individual Clients
8
AUM
$35.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING AND TAX PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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