Paulson Investment Company, LLC

Paulson Investment Company, LLC (CRD# 5670) is a financial advisory firm headquartered in Chicago, IL. They manage $11,524,724 in 4 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,881,181
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, GA, IL, MA, MD, ME, MO, NE, NY, RI, TX, VA, WA

Financial Advisors at Paulson Investment Company, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Peter R. Fogarty
CRD#: 1889799
3 Hamilton Landing, Suite 260, Novato, CA 94949
93
Wealthminder
score

Peter Fogarty (CRD# 1889799) is an Investment Advisor Representative working at Paulson Investment Company, LLC in Novato, CA and has over 27 years of experience in the finance industry.

2
John A. Nole
CRD#: 1609191
4905 W Laurel Street, Suite 101, Tampa, FL 33607
93
Wealthminder
score

John Nole (CRD# 1609191) is an Investment Advisor Representative working at Paulson Investment Company, LLC in Tampa, FL and has over 29 years of experience in the finance industry.

3
Christopher C. Degroat
CRD#: 2718167
1001 Sw 5th Avenue, Suite 1460, Portland, OR 97204
90
Wealthminder
score

Christopher Degroat (CRD# 2718167) is an Investment Advisor Representative working at Paulson Investment Company, LLC in Portland, OR and has over 20 years of experience in the finance industry.

4
Keith E. Beck
CRD#: 1690201
566 W Adams St, Ste 750, Chicago, IL 60661
83
Wealthminder
score

Keith Beck (CRD# 1690201) is an Investment Advisor Representative working at Paulson Investment Company, LLC in Chicago, IL and has over 27 years of experience in the finance industry.

5
John A. Tarpinian
CRD#: 1013555
West Brookfield, MA
83
Wealthminder
score

John Tarpinian (CRD# 1013555) is an Investment Advisor Representative working at Paulson Investment Company, LLC in West Brookfield, MA and has over 34 years of experience in the finance industry.

6
Daniel Della Rosa
CRD#: 2468171
4905 W Laurel Street, Suite 101, Tampa, FL 33607
59
Wealthminder
score

Daniel Della Rosa (CRD# 2468171) is an Investment Advisor Representative working at Paulson Investment Company, LLC in Tampa, FL and has over 22 years of experience in the finance industry.

7
Matthew D. Albers
CRD#: 2917814
40 Wall Street, 23th Floor, New York, NY 10005
58
Wealthminder
score

Matthew Albers (CRD# 2917814) is an Investment Advisor Representative working at Paulson Investment Company, LLC in New York, NY and has over 18 years of experience in the finance industry.

8
Michael P. Nixon
CRD#: 2169631
40 Wall Street, 23th Floor, New York, NY 10005
38
Wealthminder
score

Michael Nixon (CRD# 2169631) is an Investment Advisor Representative working at Paulson Investment Company, LLC in New York, NY and has over 25 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.