10801 Main Street
Suite 201
Bellevue, Washington 98004-6366
Tel: 425-646-6777
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.
SEC Current Status | Approved |
Firm CRD# | 297284 |
SEC# | 801-113796 |
Assets Managed by Firm | $876,429,114 |
No. of Clients | 2308 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2308 | $876,429,114 |
Individuals (other than high net worth individuals) | 742 | $353,487,639 |
High net worth individuals | 271 | $521,307,182 |
Charitable organizations | Fewer than 5 clients | $1,634,293 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$386,290,864,100 | 132036 | 836 | |
$156,620,655,662 | 744 | 651 | |
$47,233,145,795 | 69895 | 651 | |
$41,232,351,167 | 113 | 12 | |
$26,539,000,000 | 19 | 114 |
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