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RICHARD W. PAUL & ASSOCIATES, LLC
RICHARD W. PAUL & ASSOCIATES, LLC
NOVI, Michigan
·
2 registered advisors
·
CRD# 156812
SEC# 801-116985
2
248-305-9911
01
Firm Overview
AUM
$293M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
03
Specialties
Financial Planning
Investment Management
04
Advisors at RICHARD W. PAUL & ASSOCIATES, LLC
2 registered advisors
Matthew Michael Paul
NOVI, Michigan
CRD# 6396006
Richard William Paul
NOVI, Michigan
CRD# 1068741
05
Office Locations
NOVI, Michigan
2 advisors
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Data sourced from SEC Form ADV filings. RICHARD W. PAUL & ASSOCIATES, LLC (CRD# 156812) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.