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Paul L Bourdeau

FISCAL DYNAMICS INCORPORATED·FARMINGTON, Connecticut
Unclaimed Profile
314 FARMINGTON AVENUE, FARMINGTON, CT 06032CRD# 5187775Firm CRD# 111155
01

About

Paul L Bourdeau is a registered financial advisor based in FARMINGTON, Connecticut, affiliated with FISCAL DYNAMICS INCORPORATED. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
FISCAL DYNAMICS INCORPORATED
FISCAL DYNAMICS INCORPORATED
AUM
$78M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FISCAL DYNAMICS INCORPORATED →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 5187775
Firm CRD# 111155
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul L Bourdeau offer?
Paul L Bourdeau specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FARMINGTON, Connecticut for a consultation.
What are Paul L Bourdeau's credentials?
Paul L Bourdeau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul L Bourdeau located?
Paul L Bourdeau is based in FARMINGTON, Connecticut, working with FISCAL DYNAMICS INCORPORATED. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.
How does Paul L Bourdeau charge for services?
Paul L Bourdeau's firm is compensated through percentage of aum, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FISCAL DYNAMICS INCORPORATED?
FISCAL DYNAMICS INCORPORATED has approximately 1 employees and manages $78M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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