Richard W. Paul & Associates, LLC
Richard W. Paul & Associates, LLC is an SEC-registered investment adviser headquartered in Novi, Michigan. Founded in 2011 by Richard W. Paul, the firm specializes in fee-based financial planning and investment management for individuals and families. The company maintains a professional team of around 9 employees and serves primarily non-high net worth and high net worth individual clients with personalized financial strategies.
Investment Strategy
Richard W. Paul & Associates, LLC provides customized financial planning and investment management tailored to client goals. The firm acts as a fiduciary, prioritizing trust, honesty, and integrity. Strategies cover retirement planning, insurance, tax strategies, and portfolio management, focusing on building long-term wealth and preparing clients for important life transitions. The approach is client-centric, emphasizing transparency, risk management, and adapting solutions to each individual's unique financial needs.
Top Holdings
Equity Positions (326)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IUSV | ISHARES TR | 5.54% | $15.3M | 161,976 | $75.06 | $94.63 | +$449.6K |
I IUSG | ISHARES TR | 5.41% | $15.0M | 99,410 | $85.36 | $150.40 | +$2.2M |
A AGG | ISHARES TR | 4.41% | $12.2M | 123,041 | $96.19 | $99.20 | +$307.6K |
I IJR | ISHARES TR | 4.24% | $11.7M | 107,216 | $99.45 | $109.29 | -$393.6K |
T TLT | ISHARES TR | 3.88% | $10.7M | 121,594 | $90.91 | $88.25 | +$257.5K |