Paul R. Ried Financial Group, LLC
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 297284
- Registered since
- August 3, 2018
- Website
- www.paulried.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.04%
- Individuals25.93%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Paul R. Ried Financial Group, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2018. The firm is owned by an individual and serves both individuals and families as well as institutional clients. Its advisory offerings are focused on financial planning and discretionary portfolio management for individuals and small businesses. Fee schedules combine a percentage-of-assets approach with fixed fees. The adviser is not a capital allocator and does not describe itself as an active ESG investor, multi-state adviser, or pension consultant. The firm has appeared on Forbes’ lists of top RIA firms in both 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds97%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Owners & executives
2 of 2
Paul Ried
President, CEOCRD 1522408
Timothy Kimmel
Chief Financial AdvisorCRD 2182004
Contacts
3 of 7Daniel Shen
AssociateCRD 8189689
Stanley Woodrome
Account SpecialistCRD 6562806
Jason Miller
Account ManagerCRD 4998437
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$213M in ETFs
74%
$158M
25%
$55.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MFS ACTIVE VALUE ETF (MFSV) | MFS Investment Management | Active | Large Value | $32.5M | 1,138,859 | 15.28% |
Location
Bellevue, WA
King
Location
Bellevue, WA
Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 10801 Main St
- Time zone
- PT (UTC-8)
- Office locations
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