B
$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-29-2016
- Office Locations
- 1
Office Locations
23332 Mill Creek Suite 105 Laguna Hills CA
About Barlow, Paul David
Barlow, Paul David is a Laguna Hills-based RIA. The firm has been operating for 10 years. Managing $1.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
64 AVG AGE
$1.6M AVG AUM / ADVISOR
$329.7K AVG AUM / CLIENT
10 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PAUL DAVID BARLOW
Registered Investment Advisor
- CRD
- #1048088
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,648,590 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,648,590 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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