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PAULSON WEALTH MANAGEMENT INC.
Tel: 630-517-2950
207 Reber Street Suite 100
Wheaton, Illinois 60187
PAULSON WEALTH MANAGEMENT INC.
PAULSON WEALTH MANAGEMENT INC. is a Wheaton, Illinois based financial advisory firm with nearly $489,430,333 in assets under management and provides investment advisory services for 1621 clients. There are currently 11 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (ADVISORY CONSULTING AND ASSET ALLOCATION SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
150374
SEC#:
801-109996
No. of Clients:
1621
Assets under Management
$489,430,333
No. of Advisors:
11
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