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PAUL R. RIED FINANCIAL GROUP, LLC

10801 Main Street
Suite 201
Bellevue, Washington 98004-6366
Tel: 425-646-6777

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About PAUL R. RIED FINANCIAL GROUP, LLC

PAUL R RIED FINANCIAL GROUP, LLC, formally registered with the SEC as PAUL R RIED FINANCIAL GROUP, LLC. The firm was established in 08/03/2018. They have over 1 offices throughout the country.

PAUL R. RIED FINANCIAL GROUP, LLC is a Bellevue, Washington based Financial Planning firm with nearly $876,429,114 assets under management, offering retirement planning & investment advisory services to 2308 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#297284
SEC# 801-113796
Assets Managed by Firm $876,429,114
No. of Clients 2308
No. of Advisors 8

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total2308$876,429,114
Individuals (other than high net worth individuals)742$353,487,639
High net worth individuals271$521,307,182
Charitable organizationsFewer than 5 clients$1,634,293
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