Richard W. Paul & Associates, LLC

Richard W. Paul & Associates, LLC (CRD# 156812) is a financial advisory firm headquartered in Novi, MI. They manage $292,603,081 in 1,765 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
39555 Orchard Hill Place, Suite 100, Novi, MI 48375
http://www.linkedin.com/in/richardwpaul
By the Numbers
  • Total Assets Under Management
    293
    MILLION
  • Total Number of Accounts
    1,765
    ACCOUNTS
  • Average Account Value
    $165,781
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI, TX

Financial Advisors at Richard W. Paul & Associates, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Matthew Dombrowski, financial advisor Novi MI
Matthew B. Dombrowski
CRD#: 5976712
39555 Orchard Hill Place, Suite 100, Novi, MI 48375

Matthew Dombrowski (CRD# 5976712) is an Investment Advisor Representative working at Richard W. Paul & Associates, LLC in Novi, MI and has over 8 years of experience in the finance industry.

2
Matthew Paul, financial advisor Novi MI
Matthew M. Paul
CRD#: 6396006
39555 Orchard Hill Place, Suite 100, Novi, MI 48375

Matthew Paul (CRD# 6396006) is an Investment Advisor Representative working at Richard W. Paul & Associates, LLC in Novi, MI and has over 8 years of experience in the finance industry.

3
Richard Paul, financial advisor Novi MI
Richard W. Paul
CRD#: 1068741
39555 Orchard Hill Place, Suite 100, Novi, MI 48375

Richard Paul (CRD# 1068741) is an Investment Advisor Representative working at Richard W. Paul & Associates, LLC in Novi, MI and has over 41 years of experience in the finance industry.

4
Steven Paul, financial advisor Novi MI
Steven R. Paul
CRD#: 5598825
39555 Orchard Hill Place, Suite 100, Novi, MI 48375

Steven Paul (CRD# 5598825) is an Investment Advisor Representative working at Richard W. Paul & Associates, LLC in Novi, MI and has 1 year of experience in the finance industry.

5
Bepin Serraj, financial advisor Novi MI
Bepin Serraj
CRD#: 6973794
39555 Orchard Hill Place, Suite 100, Novi, MI 48375

Bepin Serraj (CRD# 6973794) is an Investment Advisor Representative working at Richard W. Paul & Associates, LLC in Novi, MI and has over 5 years of experience in the finance industry.

6
Brendan Best, financial advisor Novi MI
Brendan E. Best
CRD#: 7809377
39555 Orchard Hill Place, Suite 100, Novi, MI 48375

Brendan Best (CRD# 7809377) is an Investment Advisor Representative working at Richard W. Paul & Associates, LLC in Novi, MI and has 1 year of experience in the finance industry.

7
Tristan Grinsell, financial advisor Novi MI
Tristan F. Grinsell
CRD#: 6965098
39555 Orchard Hill Place, Suite 100, Novi, MI 48375

Tristan Grinsell (CRD# 6965098) is an Investment Advisor Representative working at Richard W. Paul & Associates, LLC in Novi, MI and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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