PAUL R. RIED FINANCIAL GROUP, LLC
PAUL R. RIED FINANCIAL GROUP, LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 297284). Regulatory assets under management: $1.3B.
Registration
- CRD: 297284
- SEC file number: 801-113796
- Type: Registered investment adviser
- Location: 10801 MAIN STREET, SUITE 201, BELLEVUE, WA, 98004-6366
- Phone: 425-646-6777
- Latest filing: 2026-03-03
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $10.9M
- Clients: 12
- Accounts: 2,516
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (4)
| Name | Role | Location |
|---|
| Paul Richard Ried | PRESIDENT/CEO | — |
| Adam Jordan | CCO | Bellevue, WA |
| RIED PAUL RICHARD | PRESIDENT/CEO | — |
| JORDAN ADAM | CCO | — |
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