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Richard W Paul & Associates LLC
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CRD # | 156812 |
SEC # | 801-116985 |
CIK # | 0001964203 |
AUM | $292.6 MM (2024-02-19) |
Employees | 9 (78% Investors, 22% Brokers) |
Phone | 248-305-9911 |
Address | 39555 Orchard Hill Place Novi, MI 48375 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 4.8 | |
MSFT | 1,918,222.4 | 4.3 | |
NVDA | 399,550.0 | 2.6 | |
COIN | 13,404.0 | 2.3 | |
AMZN | 1,092,997.8 | 2.2 | |
GOOG | 1,482,566.4 | 2.0 | |
META | 434,852.0 | 2.0 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 397 | 86.5 |
(b) Individuals (high net worth individuals) | 248 | 205.9 |
(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 | 0.2 |
(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 | 1,765 | 292.6 |
By Discretionary | ||
Discretionary | 1,765 | 292.6 |
Non-Discretionary | 0 | 0.0 |
Total | 1,765 | 292.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 292.6 | |
Total | 1,765 | 292.6 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001964203] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
TRED Avon Family Wealth LLC
✚
|
MD | 0.3 |
Longview Asset Management LLC
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|
NM | 0.3 |
Alpha Leonis Partners LLC
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NY | 0.3 |
Wealthharbor Capital Group LLC
✚
|
LA | 0.3 |
Causey Wealth LLC
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|
CO | 0.3 |
Note Advisors LLC
✚
|
NY | 0.3 |
Wayfinding Financial LLC
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|
WA | 0.3 |
Spectrum Financial Inc
✚
|
VA | 0.3 |
Crescent Hill Partners LLC
✚
|
NY | 0.3 |
Wealth Management Consultants Colorado LLC
✚
|
TX | 0.3 |