PAULSON INVESTMENT COMPANY LLC
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 5670
- Registered since
- October 27, 1981
- Website
- paulsoninvestment.com
Firm profile
FINTRXOverview
Paulson Investment Company LLC is an SEC-registered limited liability company first registered in 1981. The firm is classified as an investment bank and is owned through a combination of domestic entity and individual ownership. Regulatory filing flags indicate it does not operate as a capital allocator and it does not identify as an active ESG investor or a multi-state adviser. The firm has not provided details on its fee model, advisory activities, or client segmentation in the source data.
Assets & Accounts
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
- Other70%
- Exchange Traded Equities10%
- US Government Bonds10%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents4%
Owners & executives
3 of 3TRENT DAVIS
CEOCRD 2137171
MALCOLM WINKS
CFOCRD 5153752
Harry Striplin
Chief Compliance OfficerCRD 1023235
Contacts
3 of 66Nicholas Lailas
Vice President, Private Equity InvestmentsCRD 7601478
Maximilian Lafranchise
Investment AssociateCRD 8161808
NICOH ALDAY
Senior Investment AssociateCRD 7459835
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTLAND, OR
WASHINGTON
Location
PORTLAND, OR
Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- WASHINGTON
- Address
- 10220 SW Greenburg Rd
- Time zone
- PT (UTC-8)
- Office locations
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