PPrivate Fund Data Log in Join · $37/mo

Paul R. Ried Financial Group, LLC

● SEC registered since 2018CRD 297284SEC# 801-113796Bellevue, WA
Export (members)
Reg. AUM
$1.06B
Employees
10
Accounts
2,496
Location
Bellevue, WA

Paul R. Ried Financial Group, LLC assets under management

Paul R. Ried Financial Group, LLC is an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2018. It reports $1.1 billion in regulatory assets under management and employs 10 people.
www.linkedin.com/company/paul-ried-financial-group-llcView on SEC.gov ↗

Paul R. Ried Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Adam Jordan ControlCcoUnder 5%2018
Paul Richard Ried ControlPresident/CeoOver 75%1986

Frequently asked questions

How much does Paul R. Ried Financial Group, LLC manage?

Paul R. Ried Financial Group, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Paul R. Ried Financial Group, LLC have?

Paul R. Ried Financial Group, LLC reports 10 employees.

Where is Paul R. Ried Financial Group, LLC located?

Paul R. Ried Financial Group, LLC is based in Bellevue, WA and has been SEC-registered since 2018.

Does Paul R. Ried Financial Group, LLC disclose fund performance?

Paul R. Ried Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10801 Main Street, Suite 201, Bellevue, WA 98004-6366
Phone425-646-6777
Fax425-451-2453
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.05B
Non-discretionary$10.1M
Total (RAUM)$1.06B