Richard W. Paul & Associates, LLC

$372.8MAssets under management
as of Mar 2026 · SEC Form ADV
Novi, MI
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Tech stack

No one at Richard W. Paul & Associates, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $292M held · filed Feb 2024
Community National Bank
Per Form ADV · $534K held · filed Feb 2024
AssetMark
Per Form ADV · $241K held · filed Feb 2024