CRD: 130738
Thomas A. Paulson, Jr., DBA, Thomas A. Paulson, Jr., CPA
$4.3M Total AUM
$4.3M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-29-2004
- Office Locations
- 1
Office Locations
-- Loveland CO
About Thomas A. Paulson, Jr., DBA, Thomas A. Paulson, Jr., CPA
Thomas A. Paulson, Jr., CPA is a Loveland, CO boutique RIA serving retail households with integrated financial and tax planning, estate planning, insurance guidance, and portfolio construction. Portfolios emphasize asset allocation across U.S. government/agency bonds, equity ETFs, and individual equities, with custody reported at Altruist and Truist Bank.
Team overview
73 AVG AGE
$4.3M AVG AUM / ADVISOR
$434.2K AVG AUM / CLIENT
22 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
T
THOMAS ALFRED PAULSON JR
--
- CRD
- #2687459
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,342,154 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,342,154 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing