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Paul Andrew Parotti

PAUL & CO. WEALTH MANAGEMENT, INC.·ATASCADERO, California
Unclaimed Profile
4555 EL CAMINO REAL, ATASCADERO, CA 93422CRD# 5484427Firm CRD# 331617
01

About

Paul Andrew Parotti is a registered financial advisor based in ATASCADERO, California, affiliated with PAUL & CO. WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PAUL & CO. WEALTH MANAGEMENT, INC.
SLO MONEY MANAGERS
AUM
$132M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PAUL & CO. WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5484427
Firm CRD# 331617
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Andrew Parotti offer?
Paul Andrew Parotti specializes in Financial Planning, Investment Management. Contact their office in ATASCADERO, California for a consultation.
What are Paul Andrew Parotti's credentials?
Paul Andrew Parotti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Andrew Parotti located?
Paul Andrew Parotti is based in ATASCADERO, California, working with PAUL & CO. WEALTH MANAGEMENT, INC.. Their office serves clients in the ATASCADERO metropolitan area and surrounding communities.
How does Paul Andrew Parotti charge for services?
Paul Andrew Parotti's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PAUL & CO. WEALTH MANAGEMENT, INC.?
PAUL & CO. WEALTH MANAGEMENT, INC. has approximately 1 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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