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Alexander Frederick Paul

WEALTHGATE FAMILY OFFICE LLC·BOULDER, Colorado
Unclaimed Profile
5025 PEARL PARKWAY, BOULDER, CO 80301CRD# 7237802Firm CRD# 307858
01

About

Alexander Frederick Paul is a registered financial advisor based in BOULDER, Colorado, affiliated with WEALTHGATE FAMILY OFFICE LLC. 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
WEALTHGATE FAMILY OFFICE LLC
WEALTHGATE FAMILY OFFICE LLC
AUM
$473M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 7237802
Firm CRD# 307858
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alexander Frederick Paul offer?
Alexander Frederick Paul specializes in Financial Planning, Investment Management. Contact their office in BOULDER, Colorado for a consultation.
What are Alexander Frederick Paul's credentials?
Alexander Frederick Paul is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexander Frederick Paul located?
Alexander Frederick Paul is based in BOULDER, Colorado, working with WEALTHGATE FAMILY OFFICE LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.
How does Alexander Frederick Paul charge for services?
Alexander Frederick Paul's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHGATE FAMILY OFFICE LLC?
WEALTHGATE FAMILY OFFICE LLC has approximately 7 employees and manages $473M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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