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PAUL & CO. WEALTH MANAGEMENT, INC.
PAUL & CO. WEALTH MANAGEMENT, INC.
SLO MONEY MANAGERS
ATASCADERO, California
·
1 registered advisor
·
CRD# 331617
SEC# 801-130860
0
(805) 460-7232
01
Firm Overview
AUM
$132M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PAUL & CO. WEALTH MANAGEMENT, INC.
1 registered advisor
Paul Andrew Parotti
ATASCADERO, California
CRD# 5484427
05
Office Locations
ATASCADERO, California
1 advisor
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Data sourced from SEC Form ADV filings. PAUL & CO. WEALTH MANAGEMENT, INC. (CRD# 331617) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.