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PAULO FINANCIAL ADVISORS, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$52.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 51.4M |
| Non-Discretionary | 1.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 131943 |
| SEC Number | 801-79798 |
| Phone | (718) 370-3464 |
| Total Employees | 1 |
Client Count by Type (34 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 27 |
| High Net Worth Individual… | 7 |
County data not available for this organization.