Paulson Investment Company LLC

Broker-DealerFINRA MemberEst. 1981
Total AUM
—
Advisory reps
59
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 structured as a limited liability company and has been SEC-registered since 1981. The firm is classified in the source data as an investment bank and is listed as owned by domestic entity and individual interests. The public profile supplied is sparse on business and advisory specifics; the firm’s stated regulatory attributes indicate it does not operate as a capital allocator, is not identified as an active ESG investor, and is not flagged as a multi-state adviser. Regulatory flags in the snapshot also show the firm is not listed as a pension consultant or related adviser. Beyond those categorical designations, the submission does not include detail on investment strategy, client segments, or the services the firm offers.

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

3 of 3
  • Harry Striplin

    Harry Striplin

    Chief Compliance OfficerCRD 1023235

  • Malcolm Winks

    Malcolm Winks

    CFOCRD 5153752

  • Amal Amin

    Amal Amin

    Chief Executive Officer & General CounselCRD 3185361

Contacts

3 of 56
  • Carl Rylander

    Carl Rylander

    Investment AssociateCRD 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth