Paulo Financial Advisors, LLC
● SEC registered since 2014CRD 131943SEC# 801-79798
Reg. AUM
$57M
Employees
1
Accounts
105
Location
—
Paulo Financial Advisors, LLC assets under management
Paulo Financial Advisors, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2014. It reports $57 million in regulatory assets under management and employs 1 people.
Paulo Financial Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Benedict Donnelly Control | Owner, Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Paulo Financial Advisors, LLC manage?
Paulo Financial Advisors, LLC reports $57 million in regulatory assets under management on its Form ADV.
How many employees does Paulo Financial Advisors, LLC have?
Paulo Financial Advisors, LLC reports 1 employees.
Does Paulo Financial Advisors, LLC disclose fund performance?
Paulo Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (718) 370-3464 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$57M▲ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$57Mregulatory AUM
Discretionary $55.5MNon-discretionary $1.5M