PAULO FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 131943). Regulatory assets under management: $57.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| John Benedict Donnelly | OWNER, CHIEF COMPLIANCE OFFICER | — |
| PAULO CATHERINE MARIA | MANAGING MEMBER & CCO | — |
| DONNELLY JOHN BENEDICT | OWNER, CHIEF COMPLIANCE OFFICER | — |