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| Paul R RIED Financial Group LLC
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| CRD # | 297284 |
| SEC # | 801-113796 |
| CIK # | 0002033053 |
| AUM | 1,268.2 M (2026-03-03) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 425-646-6777 |
| Address | 10801 Main Street Bellevue, WA 98004-6366 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002033053 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 19.4 | ||
| ETFS Precious Metals Basket Trust | 14.6 | ||
| Apple Inc | 8.0 | ||
| Boeing Co | 4.4 | ||
| Amazon Com Inc | 3.3 | ||
| World Currency Gold Trust | 2.5 | ||
| Starbucks Corp | 2.2 | ||
| Costco Wholesale Corp /NEW | 1.6 | ||
| Nvidia Corp | 0.8 | ||
| Intel Corp | 0.6 | ||
| Alphabet Inc | 0.5 | ||
| Oracle Corp | 0.5 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Seagate Technology PLC | 0.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 658 | 328.8 |
| (b) Individuals (high net worth individuals) | 401 | 938.9 |
| (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 | 0.4 |
| (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 | 2,516 | 1,268.2 |
| By Discretionary | ||
| Discretionary | 2,498 | 1,257.3 |
| Non-Discretionary | 18 | 10.9 |
| Total | 2,516 | 1,268.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,268.2 | |
| Total | 2,516 | 1,268.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002033053] | |
| SC 13G | [0002033053] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Paul R RIED Financial Group LLC | MFS Active Exchange Traded Funds Trust | [2026-07-06] |
| Paul R RIED Financial Group LLC | Sprott Funds Trust | [2024-08-08] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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