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Paul R. Ried Financial Group

EST. AUM
$1,268,180,179

CONTACTS
3

CLIENT ACCOUNTS
2,516

Firm Details

Metro area Seattle
CRD Number 297284
Website paulried.com
Client types

Overview

Paul R. Reid is a $1B RIA that focuses on retirement plans which was the result of building their business from Paul's Boeing employment. They will typically use 2-3 manager per asset class across all asset classes and will use both active and passive managers. Adam Jordan oversees the manager research process. Paul Ried Financial Group specializes in pre- and post-retirement planning for corporate executives, managers, and engineers. The firm integrates investment management, estate strategies, and income-design for clients with total advisory assets of approximately $1 billion.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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