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PAUL CAPITAL
2269 Chestnut Street #621
San Francisco, California 94123
Tel: 415-283-4300
About PAUL CAPITAL
PAUL CAPITAL, formally registered with the SEC as PAUL CAPITAL. The firm was established in 11/15/2002. They have over 4 offices throughout the country.
PAUL CAPITAL is a San Francisco, California based Financial Planning firm with nearly $558,069,198 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121168 |
| SEC# | 801-61603 |
| Assets Managed by Firm | $558,069,198 |
| No. of Clients | 7 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (REIMBURSEMENT OF CERTAIN COSTS)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7 | $558,069,198 |
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