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PAULO FINANCIAL ADVISORS, LLC

CRD 131943 · SEC 801-79798

Visit website

NY, United States

Phone

(718) 370-3464

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$57.0M

Discretionary AUM

$55.5M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingINVESTMENT CONSULTING AND TAX PLANNING

Client types

TypeClientsAUM
Individuals28$21.3M
High net worth individuals8$35.7M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD