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 organized as a limited liability company and has been SEC-registered since 1981. The firm is classified in the dataset as an investment bank and is listed as owned by a domestic entity and an individual. The snapshot flags the firm as not operating as a capital allocator and not pursuing ESG-driven investing; it is also recorded as not being a multi-state adviser and not acting as a pension consultant or related adviser.
Assets & Accounts
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
- Other70%
- Exchange Traded Equities10%
- US Government Bonds10%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2
Malcolm Winks
CFOCRD 5153752
Harry Striplin
Chief Compliance OfficerCRD 1023235
Contacts
3 of 62
Nicholas 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
Similar firms
Liberty Capital
Broker-DealerPortland, OR
Steward Partners Investment Solutions, LLC
Broker-DealerPortland, OR
Somerset Securities, Inc.
Broker-DealerPortland, OR
Pacific Investment Securities Corp.
Broker-DealerPortland, OR
M Financial Securities Marketing, Inc.
Broker-DealerPortland, OR
M Holdings Securities, Inc.
Broker-DealerPortland, OR