Paulo Financial Advisors, LLC

Overview

Paulo Financial Advisors, LLC is an independent registered investment adviser serving individual and family clients. The firm operates with a mix of fee arrangements — percentage of assets under management, hourly, and fixed fees — and provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Since registering with the SEC in 2014, the adviser has shown a clear preference for equity-heavy allocations and manages client portfolios with a predominantly discretionary mandate. Investment activity centers on exchange-traded equities as the principal building block of client portfolios, supplemented by pooled products where appropriate. The firm is not positioned as an ESG-focused investor and does not identify as a multi-state adviser or a capital allocator. Service delivery appears tailored to smaller numbers of high-balance clients, with hands-on planning and portfolio oversight given the mix of fee types and services offered.

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Public Holdings

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Location & Offices