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| Paul R RIED Financial Group LLC
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| |
|---|---|
| CRD # | 297284 |
| SEC # | 801-113796 |
| CIK # | |
| AUM | $980.7 MM (2024-03-25) |
| Employees | 8 (88% Investors, 62% Brokers) |
| Phone | 425-646-6777 |
| Address | 10801 Main Street Bellevue, WA 98004-6366 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 733 | 343.0 |
| (b) Individuals (high net worth individuals) | 317 | 636.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,442 | 980.7 |
| By Discretionary | ||
| Discretionary | 2,422 | 971.9 |
| Non-Discretionary | 20 | 8.8 |
| Total | 2,442 | 980.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 980.7 | |
| Total | 2,442 | 980.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Aspen Capital Management
✚
|
ID | 1.0 |
|
Cabot Wealth Management
✚
|
MA | 1.0 |
|
Class VI Family Office LLC
✚
|
CO | 1.0 |
|
Jacobs & Company LLC
✚
|
CA | 1.0 |
|
Lugano Financial Advisors Sa
✚
|
1.0 | |
|
Columbia Asset Management LLC
✚
|
MI | 1.0 |
|
Galilei Investment Office LLP
✚
|
1.0 | |
|
Fishman Jay A Ltd
✚
|
MI | 1.0 |
|
CS Planning Corp
✚
|
OR | 1.0 |
|
Waypoint Capital Advisors LLC
✚
|
MN | 0.9 |