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PAUL R. RIED FINANCIAL GROUP, LLC
CRD 297284 · SEC 801-113796
10801 MAIN STREET, SUITE 201, BELLEVUE, WA, 98004-6366, United States
Phone
425-646-6777
Fax
425-451-2453
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.27B
Discretionary AUM
$1.26B
Team
12 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 658 | $328.8M |
| High net worth individuals | 401 | $938.9M |
| Charitable organizations | 1 | $424K |
States served
AZ, CA, ID, MI, MT, OR, UT, WA, TX, NH, HI, FL
All web addresses on file
Official SEC filing: View on IAPD