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Paulo Financial Advisors, LLC

● SEC registered since 2014CRD 131943SEC# 801-79798
Export (members)
Reg. AUM
$52.7M
Employees
1
Accounts
104
Location
—

Paulo Financial Advisors, LLC assets under management

Paulo Financial Advisors, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2014. It reports $52.7 million in regulatory assets under management and employs 1 people.
www.facebook.com/paulofinancialadvisorsView on SEC.gov ↗

Paulo Financial Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
John Benedict Donnelly ControlOwner, Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Paulo Financial Advisors, LLC manage?

Paulo Financial Advisors, LLC reports $52.7 million in regulatory assets under management on its Form ADV.

How many employees does Paulo Financial Advisors, LLC have?

Paulo Financial Advisors, LLC reports 1 employees.

Does Paulo Financial Advisors, LLC disclose fund performance?

Paulo Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(718) 370-3464
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$51.4M
Non-discretionary$1.4M
Total (RAUM)$52.7M