SEC Form ADV

RICHARD W. PAUL & ASSOCIATES, LLC

Firm profile: Richard W. Paul & Associates — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMI

$372.8M

Assets Under Management

1,755

Total Clients

Employees

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Registration Details

Accession: CRD-156812
Location: NOVI, MI
Filing Date: March 25, 2026
AUM: $372.8M
Total Clients: 1,755
Institutional Clients: 1
Employees: 8
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

RICHARD W. PAUL & ASSOCIATES, LLC is a registered investment adviser headquartered in NOVI, MI, managing approximately $372.8M in assets across 1,755 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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