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Home > Retirement Planners > washington > bellevue > PAUL R. RIED FINANCIAL GROUP, LLC
PAUL R. RIED FINANCIAL GROUP, LLC
10801 Main Street
Suite 201
Bellevue, Washington 98004-6366
Tel: 425-646-6777
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 $1,061,462,332 assets under management, offering retirement planning & investment advisory services to 2496 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297284 |
| SEC# | 801-113796 |
| Assets Managed by Firm | $1,061,462,332 |
| No. of Clients | 2496 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2496 | $1,061,462,332 |
| Individuals (other than high net worth individuals) | 690 | $326,975,986 |
| High net worth individuals | 347 | $733,741,542 |
| Charitable organizations | 1 | $744,804 |
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