PAUL R. RIED FINANCIAL GROUP, LLC
CRD #297284 SEC #801-113796 BELLEVUE, WA 425-646-6777
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
10
Clients
0
Accounts
2,496
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $1.1B | $1.1B | $10.1M | 10 | 0 |
| Nov 2024 | $980.7M | $971.9M | $8.8M | 8 | 0 |
| Mar 2024 | $980.7M | $971.9M | $8.8M | 8 | 0 |
| Mar 2024 | $980.7M | $971.9M | $8.8M | 8 | 0 |
| Mar 2023 | $876.4M | $868.5M | $8M | 8 | 0 |
| Mar 2022 | $968.7M | $959.1M | $9.6M | 10 | 0 |
| Mar 2021 | $831.1M | $821.7M | $9.4M | 10 | 1 |
| Mar 2021 | $831.1M | $821.7M | $9.4M | 10 | 1 |
| Jan 2021 | $722M | $713.7M | $8.3M | 9 | 1 |
| Jul 2020 | $722M | $713.7M | $8.3M | 9 | 1 |
| Jun 2020 | $722M | $713.7M | $8.3M | 9 | 1 |
| Jun 2020 | $722M | $713.7M | $8.3M | 9 | 1 |
| Mar 2020 | $722M | $713.7M | $8.3M | 9 | 1 |
| Feb 2020 | $722M | $713.7M | $8.3M | 9 | 1 |
| Dec 2019 | $609.7M | $600.6M | $9.1M | 9 | 0 |
| Nov 2019 | $609.7M | $600.6M | $9.1M | 9 | 0 |
| Sep 2019 | $609.7M | $600.6M | $9.1M | 9 | 0 |
| Feb 2019 | $609.7M | $600.6M | $9.1M | 9 | 0 |
| Nov 2018 | $0 | $0 | $0 | 7 | 0 |
| Sep 2018 | $0 | $0 | $0 | 7 | 0 |
| Aug 2018 | $0 | $0 | $0 | 7 | 0 |
| Jul 2018 | $0 | $0 | $0 | 7 | 0 |
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$10.1M
Employees10
Clients0
DateNov 2024
Total AUM$980.7M
Discretionary$971.9M
Non-Disc.$8.8M
Employees8
Clients0
DateMar 2024
Total AUM$980.7M
Discretionary$971.9M
Non-Disc.$8.8M
Employees8
Clients0
DateMar 2024
Total AUM$980.7M
Discretionary$971.9M
Non-Disc.$8.8M
Employees8
Clients0
DateMar 2023
Total AUM$876.4M
Discretionary$868.5M
Non-Disc.$8M
Employees8
Clients0
DateMar 2022
Total AUM$968.7M
Discretionary$959.1M
Non-Disc.$9.6M
Employees10
Clients0
DateMar 2021
Total AUM$831.1M
Discretionary$821.7M
Non-Disc.$9.4M
Employees10
Clients1
DateMar 2021
Total AUM$831.1M
Discretionary$821.7M
Non-Disc.$9.4M
Employees10
Clients1
DateJan 2021
Total AUM$722M
Discretionary$713.7M
Non-Disc.$8.3M
Employees9
Clients1
DateJul 2020
Total AUM$722M
Discretionary$713.7M
Non-Disc.$8.3M
Employees9
Clients1
DateJun 2020
Total AUM$722M
Discretionary$713.7M
Non-Disc.$8.3M
Employees9
Clients1
DateJun 2020
Total AUM$722M
Discretionary$713.7M
Non-Disc.$8.3M
Employees9
Clients1
DateMar 2020
Total AUM$722M
Discretionary$713.7M
Non-Disc.$8.3M
Employees9
Clients1
DateFeb 2020
Total AUM$722M
Discretionary$713.7M
Non-Disc.$8.3M
Employees9
Clients1
DateDec 2019
Total AUM$609.7M
Discretionary$600.6M
Non-Disc.$9.1M
Employees9
Clients0
DateNov 2019
Total AUM$609.7M
Discretionary$600.6M
Non-Disc.$9.1M
Employees9
Clients0
DateSep 2019
Total AUM$609.7M
Discretionary$600.6M
Non-Disc.$9.1M
Employees9
Clients0
DateFeb 2019
Total AUM$609.7M
Discretionary$600.6M
Non-Disc.$9.1M
Employees9
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0