RICHARD W. PAUL & ASSOCIATES, LLC
CRD #156812 SEC #801-116985 NOVI, MI 248-305-9911
SEC Registered Disclosures
Total AUM
$323.3M
Discretionary
$323.3M
Employees
9
Clients
0
Accounts
1,800
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $323.3M | $323.3M | $0 | 9 | 0 |
| Feb 2024 | $292.6M | $292.6M | $0 | 9 | 0 |
| Sep 2023 | $263.8M | $263.8M | $0 | 9 | 0 |
| Sep 2023 | $263.8M | $263.8M | $0 | 8 | 0 |
| Aug 2023 | $263.8M | $263.8M | $0 | 8 | 0 |
| Feb 2023 | $237M | $237M | $0 | 8 | 0 |
| Feb 2022 | $268.6M | $268.6M | $0 | 8 | 0 |
| Sep 2021 | $211.4M | $211.4M | $0 | 8 | 20 |
| Sep 2021 | $211.4M | $211.4M | $0 | 7 | 20 |
| May 2021 | $211.4M | $211.4M | $0 | 8 | 20 |
| Mar 2021 | $211.4M | $211.4M | $0 | 9 | 20 |
| Jan 2021 | $172.1M | $172.1M | $0 | 9 | 26 |
| Jun 2020 | $172.1M | $172.1M | $0 | 10 | 26 |
| Jun 2020 | $172.1M | $172.1M | $0 | 10 | 26 |
| Jun 2020 | $172.1M | $172.1M | $0 | 10 | 26 |
| Mar 2020 | $172.1M | $172.1M | $0 | 10 | 26 |
| Oct 2019 | $141.2M | $141.1M | $60.4K | 10 | 145 |
| Aug 2019 | $141.2M | $141.1M | $60.4K | 10 | 145 |
| Jun 2019 | $141.2M | $141.1M | $60.4K | 10 | 145 |
DateMar 2025
Total AUM$323.3M
Discretionary$323.3M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$292.6M
Discretionary$292.6M
Non-Disc.$0
Employees9
Clients0
DateSep 2023
Total AUM$263.8M
Discretionary$263.8M
Non-Disc.$0
Employees9
Clients0
DateSep 2023
Total AUM$263.8M
Discretionary$263.8M
Non-Disc.$0
Employees8
Clients0
DateAug 2023
Total AUM$263.8M
Discretionary$263.8M
Non-Disc.$0
Employees8
Clients0
DateFeb 2023
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$268.6M
Discretionary$268.6M
Non-Disc.$0
Employees8
Clients0
DateSep 2021
Total AUM$211.4M
Discretionary$211.4M
Non-Disc.$0
Employees8
Clients20
DateSep 2021
Total AUM$211.4M
Discretionary$211.4M
Non-Disc.$0
Employees7
Clients20
DateMay 2021
Total AUM$211.4M
Discretionary$211.4M
Non-Disc.$0
Employees8
Clients20
DateMar 2021
Total AUM$211.4M
Discretionary$211.4M
Non-Disc.$0
Employees9
Clients20
DateJan 2021
Total AUM$172.1M
Discretionary$172.1M
Non-Disc.$0
Employees9
Clients26
DateJun 2020
Total AUM$172.1M
Discretionary$172.1M
Non-Disc.$0
Employees10
Clients26
DateJun 2020
Total AUM$172.1M
Discretionary$172.1M
Non-Disc.$0
Employees10
Clients26
DateJun 2020
Total AUM$172.1M
Discretionary$172.1M
Non-Disc.$0
Employees10
Clients26
DateMar 2020
Total AUM$172.1M
Discretionary$172.1M
Non-Disc.$0
Employees10
Clients26
DateOct 2019
Total AUM$141.2M
Discretionary$141.1M
Non-Disc.$60.4K
Employees10
Clients145
DateAug 2019
Total AUM$141.2M
Discretionary$141.1M
Non-Disc.$60.4K
Employees10
Clients145
DateJun 2019
Total AUM$141.2M
Discretionary$141.1M
Non-Disc.$60.4K
Employees10
Clients145