P
CRD: 198512
Paul Marascalco Registered Investment Advisor
$8.2M Total AUM
$8.2M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2015
- Office Locations
- 1
Office Locations
7047 E. Greenway Parkway Suite 250 Scottsdale AZ
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.
Team overview
-- AVG AGE
$8.2M AVG AUM / ADVISOR
$391.0K AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
PAUL MARASCALCO
Chief Compliance Officer, Investment Advisor
- CRD
- #2402569
- 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 | $8,210,806 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,210,806 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Non-Investment Grade:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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