RICHARD W. PAUL & ASSOCIATES, LLC

39555 Orchard Hill Place
Suite 100
Novi, Michigan 48375
Tel: 248-305-9911

About RICHARD W. PAUL & ASSOCIATES, LLC

RICHARD W PAUL & ASSOCIATES, LLC, formally registered with the SEC as RICHARD W PAUL & ASSOCIATES, LLC. The firm was established in 07/23/2019. They have over 3 offices throughout the country.

RICHARD W. PAUL & ASSOCIATES, LLC is a Novi, Michigan based Financial Planning firm with nearly $292,603,081 assets under management, offering retirement planning & investment advisory services to 1765 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156812
SEC#	801-116985
Assets Managed by Firm	$292,603,081
No. of Clients	1765
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1765	$292,603,081
Individuals (other than high net worth individuals)	397	$86,484,033
High net worth individuals	248	$205,877,924
Charitable organizations	1	$241,124

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