CRD: 131943
Paulo Financial Advisors, LLC
$57.0M Total AUM
$55.5M Disc. AUM
9.6% 3Y CAGR
1 Employees
36 ADV. Clients
12 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-03-2014
- Office Locations
- 1
Office Locations
1688 Victory Blvd., Suite 200 Staten Island NY
About Paulo Financial Advisors, LLC
Paulo Financial Advisors is a fee-only, boutique fiduciary RIA providing customized financial planning and investment management for individuals and families nationwide, with a tailored offering for women’s financial planning. Portfolios are implemented primarily with ETFs alongside cash and bond exposure, and the firm custodies through Fidelity/NFS.
Team overview
-- AVG AGE
$57.0M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
JOHN BENEDICT DONNELLY III
Chief Compliance Officer, Managing Member, Owner, President
- CRD
- #4722840
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,478,654 | $543,908 |
| Non-Discretionary | $1,491,240 | $497,080 |
| Total | $56,969,894 | $542,570 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
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Available Other:
Available Public Funds:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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