← Back to searchVisit website
RICHARD W. PAUL & ASSOCIATES, LLC
CRD 156812 · SEC 801-116985
39555 ORCHARD HILL PLACE, SUITE 100, NOVI, MI, 48375, United States
Phone
248-305-9911
Fax
248-305-9966
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$372.8M
Discretionary AUM
$372.8M
Team
8 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 325 | $60.2M |
| High net worth individuals | 348 | $312.3M |
| Charitable organizations | 1 | $364K |
States served
MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD