Paul R. Ried Financial Group, LLC
● SEC registered since 2018CRD 297284SEC# 801-113796Bellevue, WA
Reg. AUM
$1.27B
Employees
12
Accounts
2,516
Location
Bellevue, WA
Paul R. Ried Financial Group, LLC assets under management
Paul R. Ried Financial Group, LLC is an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2018. It reports $1.3 billion in regulatory assets under management and employs 12 people.
Paul R. Ried Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Jordan Control | Cco | Under 5% | 2018 |
| Paul Richard Ried Control | President/Ceo | Over 75% | 1986 |
Frequently asked questions
How much does Paul R. Ried Financial Group, LLC manage?
Paul R. Ried Financial Group, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Paul R. Ried Financial Group, LLC have?
Paul R. Ried Financial Group, LLC reports 12 employees.
Where is Paul R. Ried Financial Group, LLC located?
Paul R. Ried Financial Group, LLC is based in Bellevue, WA and has been SEC-registered since 2018.
Does Paul R. Ried Financial Group, LLC disclose fund performance?
Paul R. Ried Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10801 Main Street, Suite 201, Bellevue, WA 98004-6366 |
| Phone | 425-646-6777 |
| Fax | 425-451-2453 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.27B▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.27Bregulatory AUM
Discretionary $1.26BNon-discretionary $10.9M