Paulson Investment Company, LLC

Paulson Investment Company, LLC (CRD# 5670) is a financial advisory firm headquartered in Chicago, IL. They manage $15,422,858 in 7 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $2,203,265
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.

FL, GA, IL, NC, OR, VA

Financial Advisors at Paulson Investment Company, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Peter R. Fogarty
CRD#: 1889799
1255 Treat Blvd, Suite 300, Walnut Creek, CA 94597
93
Wealthminder
score

Peter Fogarty (CRD# 1889799) is an Investment Advisor Representative working at Paulson Investment Company, LLC in Walnut Creek, CA and has over 29 years of experience in the finance industry.

2
Dane L. Grouell
CRD#: 2906427
5335 Meadows Road, Suite 465, Lake Oswego, OR 97035
93
Wealthminder
score

Dane Grouell (CRD# 2906427) is an Investment Advisor Representative working at Paulson Investment Company, LLC in Lake Oswego, OR and has over 20 years of experience in the finance industry.

3
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 30 years of experience in the finance industry.

4
Jonathan S. Henrich
CRD#: 6905697
4905 W Laurel Street, Suite 101, Tampa, FL 33607
87
Wealthminder
score

Jonathan Henrich (CRD# 6905697) is an Investment Advisor Representative working at Paulson Investment Company, LLC in Tampa, FL and has 1 year of experience in the finance industry.

5
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 28 years of experience in the finance industry.

6
Christopher C. Degroat
CRD#: 2718167
1001 Sw 5th Avenue, Suite 1460, Portland, OR 97204
71
Wealthminder
score

Christopher Degroat (CRD# 2718167) is an Investment Advisor Representative working at Paulson Investment Company, LLC in Portland, OR and has over 22 years of experience in the finance industry.

7
John A. Tarpinian
CRD#: 1013555
40 Wall Street, 23th Floor, New York, NY 10005
63
Wealthminder
score

John Tarpinian (CRD# 1013555) is an Investment Advisor Representative working at Paulson Investment Company, LLC in New York, NY and has over 35 years of experience in the finance industry.

8
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 23 years of experience in the finance industry.

9
Matthew D. Albers
CRD#: 2917814
Easton, MD
58
Wealthminder
score

Matthew Albers (CRD# 2917814) is an Investment Advisor Representative working at Paulson Investment Company, LLC in Easton, MD and has over 19 years of experience in the finance industry.

10
Eric T. Harris
CRD#: 2256085
4905 W Laurel Street, Suite 101, Tampa, FL 33607
58
Wealthminder
score

Eric Harris (CRD# 2256085) is an Investment Advisor Representative working at Paulson Investment Company, LLC in Tampa, FL and has over 8 years of experience in the finance industry.

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