


Richard W. Paul & Associates
Financial Services • Novi, Michigan, United States • 1-10 Employees
Company overview
| Headquarters | 39555 Orchard Hill Place, Suite 100, Novi, Michigan 48375, US |
| Phone number | +12483059911 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Risk Management, Tax Planning, Asset Protection, Income Planning, Asset Allocation, Annuities, Retirement Planning, Life Insurance, Financial Planning, 401(K) Rollovers, Ira Rollovers, Wealth Optimization |
| Founded | 2011 |
| Employees | 1-10 |
| Socials |
Key Contact at Richard W. Paul & Associates
Private Email
Owner
Richard W. Paul & Associates Email Formats
Richard W. Paul & Associates uses 1 email format. The most common is {first initial} (e.g., j@rwpaul.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@rwpaul.com | 100% |
About Richard W. Paul & Associates
Richard W. Paul & Associates, LLC, is a Registered Investment Advisor serving clients retirement planning and wealth management needs. They offer investment advisory services for their client accounts including retirees, high net worth individuals, estate planning, and financial consultation. Not only do they provide their clients with an investment program based on Nobel Prize winning economics using a broadly diversified asset allocation approach, but they also work with each and every client to develop an individualized wealth optimization strategy that balances their return objectives with their tolerance for investment risk. Whether you are retired, on the verge, or just planning for the future, let Mr. Paul and his advisors invest your money correctly and professionally. Richard W. Paul & Associates, LLC is a Registered Investment Advisor. Investment Advisory Services Offered Through Richard W. Paul & Associates,LLC. Midwest Financial Consultants, Inc. is not a Registered Investment Advisory firm. Midwest Financial is an Insurances Services firm. Securities Offered Through GF Investment Services, LLC. Member of FINRA/SIPC.
Richard W. Paul & Associates revenue & valuation
| Annual revenue | $6,882,323 |
| Revenue per employee | $861,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $22,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Richard W. Paul & Associates has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Richard W. Paul & Associates has never raised funding before.
Richard W. Paul & Associates Tech Stack
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Frequently asked questions
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