⚲
|
Paolino William John
✚
|
|
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CRD # | 126118 |
SEC # | 801-68422 |
CIK # | |
AUM | $139.7 MM (2023-03-02) |
Employees | 4 (25% Investors, 0% Brokers) |
Phone | 845-348-7663 |
Address | Nyack Business Center Nyack, NY 10960-3109 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 344 | 48.3 |
(b) Individuals (high net worth individuals) | 49 | 88.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 3.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 649 | 139.7 |
By Discretionary | ||
Discretionary | 649 | 139.7 |
Non-Discretionary | 0 | 0.0 |
Total | 649 | 139.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 139.7 | |
Total | 649 | 139.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Treetop Wealth Management LLC
✚
|
IL | 0.1 |
Udine Wealth Management Inc
✚
|
FL | 0.1 |
J P Davis Inc
✚
|
AZ | 0.1 |
Breton Financial Inc
✚
|
NJ | 0.1 |
Para Wealth Advisors Inc
✚
|
WA | 0.1 |
Smith Partners Wealth Management LLC
✚
|
NC | 0.1 |
Kowalski Financial Inc
✚
|
MN | 0.1 |
Blong Financial LLC
✚
|
TN | 0.1 |
Glenorchy Capital Limited
✚
|
0.1 | |
Christian Investment Advisors Inc
✚
|
TX | 0.1 |