CRD: 198512
Paul Marascalco Registered Investment Advisor
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2015
- Office Locations
- 1
Office Locations
About Paul Marascalco Registered Investment Advisor
Paul Marascalco Registered Investment Advisor is an independent RIA in Scottsdale, AZ providing portfolio management and financial planning for retail investors. Led by Paul Marascalco, who has managed portfolios since 1993, the firm emphasizes asset allocation and risk management, with public funds, mutual funds, and fixed income exposures. Custody is primarily through Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 21 clients, or 21 clients per representative. That equates to $391.0K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on June 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Paul Marascalco Registered Investment Advisor's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Paul Marascalco Registered Investment Advisor record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL MARASCALCO
Chief Compliance Officer, Investment Advisor
- CRD
- #2402569
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,210,806 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,210,806 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Paul Marascalco Registered Investment Advisor has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing