Paulson Investment Company LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
60
Avg account
$0

Firm details

Headquarters
Portland, Oregon
CRD number
5670
Registered since
October 27, 1981

Firm profile

FINTRX

Overview

Paulson Investment Company LLC is organized as a limited liability company and is classified in the source data as an investment bank. Ownership is identified as a combination of a domestic entity and an individual. The firm is not flagged as an active ESG investor, is not designated a multi-state adviser, and is not listed as a capital allocator, pension consultant, or related adviser in the supplied record. The provided information does not include a breakdown of business lines, advisory activities, fee arrangements, or client types, so the firm's primary commercial focus beyond its classification as an investment bank is not described in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

3 of 3
  • Harry Striplin

    Harry Striplin

    Chief Compliance OfficerCRD 1023235

  • Malcolm Winks

    Malcolm Winks

    CFOCRD 5153752

  • Amal Amin

    Amal Amin

    Chief Executive Officer & General CounselCRD 3185361

Contacts

3 of 57
  • Carl Rylander

    Carl Rylander

    Investment AssociateCRD 6205668

  • Mingyang Li

    Mingyang Li

    Investment AdvisorCRD 6446312

  • John Nole

    Financial AdvisorCRD 1609191

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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

Intelligence for Private Wealth