Paulson Investment Company LLC

Broker-DealerFINRA MemberEst. 1981
Total AUM
Advisory reps
60
Avg account
$0

Firm details

Headquarters
Portland, Oregon
CRD number
5670
Registered since
October 27, 1981

Firm profile

FINTRX

Overview

Paulson Investment Company LLC is a limited liability company that has been SEC-registered since 1981. The firm is classified in FINTRX data as an investment bank and is owned by a domestic entity/individual. It is not identified as a capital allocator and is listed as not being an active ESG investor. The snapshot also indicates the firm is not registered as a multi-state adviser and does not identify itself as a pension consultant or related adviser. The public record provided contains minimal descriptive detail about business lines or advisory activities, so the precise mix of services (e.g., underwriting, private placements, brokerage, or advisory work) is not spelled out in those sources.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 70%, Exchange Traded Equities 10%, US Government Bonds 10%, Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 4%70%
  • Other70%
  • Exchange Traded Equities10%
  • US Government Bonds10%
  • Investment Grade Corp Bonds6%
  • Cash & Cash Equivalents4%

Owners & executives

2 of 2
  • Harry Striplin

    Harry Striplin

    Chief Compliance OfficerCRD 1023235

  • Malcolm Winks

    Malcolm Winks

    CFOCRD 5153752

Contacts

3 of 58
  • Carl Rylander

    Carl Rylander

    Registered RepresentativeCRD 6205668

  • Mingyang Li

    Mingyang Li

    Investment AdvisorCRD 6446312

  • John Nole

    Financial AdvisorCRD 1609191

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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