PAULO FINANCIAL ADVISORS, LLC

2 registered advisors·CRD# 131943
SEC# 801-797980(718) 370-3464
01

Firm Overview

AUM
$50M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PAULO FINANCIAL ADVISORS, LLC

2 registered advisors
Catherine Maria Paulo
STATEN ISLAND, New York
John Benedict Donnelly
STATEN ISLAND, New York
05

Office Locations

STATEN ISLAND, New York
2 advisors

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Data sourced from SEC Form ADV filings. PAULO FINANCIAL ADVISORS, LLC (CRD# 131943) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.