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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-03-2018
- Office Locations
- 1
Office Locations
About Paul R. Ried Financial Group, LLC
Paul R. Ried Financial Group is a Bellevue, WA wealth management firm focused on pre- and post-retirement planning for corporate executives, managers, and engineers. The team combines investment management with estate strategies and income design to support long-term financial independence, and has taught Boeing financial classes for over 20 years. Pershing custody.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL RICHARD RIED
Chief Executive Officer, President
- CRD
- #1522408
- Ownership
- 75% or more
ADAM JORDAN
Chief Compliance Officer, Director of Investments
- CRD
- #4541062
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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TIMOTHY ROSS KIMMEL
Financial Advisor
- CRD
- #2182004
KELLY ANDREW KOLSTAD
Personal Financial Advisor
- CRD
- #5887272
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,257,308,349 | $503,326 |
| Non-Discretionary | $10,871,830 | $603,991 |
| Total | $1,268,180,179 | $504,046 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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