Falists
← Back to search

THOMAS A. PAULSON, JR., DBA, THOMAS A. PAULSON, JR., CPA

PAULSON (JR.), THOMAS ALFRED

CRD 130738

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

Visit website

United States

Registration

— (—)

Source

State registered

Total AUM

$4.3M

Discretionary AUM

$4.3M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-01-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals7$1.2M
High net worth individuals3$3.1M

All web addresses on file

Official SEC filing: View on IAPD