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 organized as an LLC and operating since 2018. The firm serves both individual & family clients and institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its advisory fees combine a percentage of assets under management with fixed fees. The firm is not positioned as an active ESG investor and is not a multi-state adviser; ownership is listed as individual. Paul R. Ried Financial Group appeared on Forbes’ Top RIA Firms lists in both 2023 and 2024.
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 Funds97%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Owners & executives
2 of 2PAUL 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 27Active vs passive
$199M in ETFs
77%
$154M
22%
$45.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPROTT CRITICAL MATERIALS ETF (SETM) | Sprott | Passive | Natural Resources | $33.2M | 1,003,944 | 16.68% |
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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