Paul Edward Fritch Cpa

Overview

Paul Edward Fritch CPA operates as a small, independent registered investment adviser organized as a sole proprietorship. The firm’s client base is focused on individuals and families and it provides financial planning and portfolio management for individual clients and small businesses. Services are delivered on a mix of percentage-of-AUM and hourly-fee models, and the practice retains an accounting foundation—its public profile lists accounting as a core business activity—which suggests financial planning is delivered with attention to tax and recordkeeping considerations. Investment activity is equity-oriented. The firm’s stated preference is for equities, and nearly all assets are held in non-exchange-traded equity instruments. Advisory relationships are non-discretionary across the reported asset base, with financial planning engagements likely performed on an hourly or project basis alongside portfolio oversight.

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Public Holdings

Investments & Alternatives

Location & Offices