Paulson Investment Company LLC

Broker-DealerFINRA MemberEst. 1981
Total AUM
—
Advisory reps
64
Avg account
$0

Firm details

Headquarters
Portland, Oregon
CRD number
5670
Registered since
October 27, 1981
Website
paulsoninvestment.com

Firm profile

FINTRX

Overview

Paulson Investment Company LLC is a limited liability company that has been SEC-registered since 1981 and is classified in the snapshot data as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm does not present itself as a capital allocator, is not designated an active ESG investor, and is not flagged as a pension consultant or a related adviser in the available records. The snapshot also indicates it is not registered as a multi-state adviser.

Assets & Accounts

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 70%, Exchange Traded Equities 10%, US Government Bonds 10%, Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 4%70%
  • Other70%
  • Exchange Traded Equities10%
  • US Government Bonds10%
  • Investment Grade Corp Bonds6%
  • Cash & Cash Equivalents4%

Owners & executives

2 of 2
  • Malcolm Winks

    Malcolm Winks

    CFOCRD 5153752

  • Harry Striplin

    Harry Striplin

    Chief Compliance OfficerCRD 1023235

Contacts

3 of 62
  • Nicholas Lailas

    Nicholas Lailas

    Vice President, Private Equity InvestmentsCRD 7601478

  • Maximilian Lafranchise

    Maximilian Lafranchise

    Investment AssociateCRD 8161808

  • Christopher Gambino

    Registered RepresentativeCRD 4129800

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Portland, OR

Washington

Location

Portland, OR

Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Washington
Address
10220 Sw Greenburg Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

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