Paul Marascalco Registered Investment Advisor
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 198512
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals59.42%
- HNWI40.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Paul Marascalco Registered Investment Advisor is a sole-proprietorship independent RIA owned and operated by Paul Marascalco. The firm focuses on individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The advisor does not position itself as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Non-Investment Grade Corp Bonds11%
- Investment Grade Corp Bonds10%
- US Government Bonds5%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Paul Marascalco
Registered Investment AdvisorCRD 2402569
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 7047 E Greenway Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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