Paulson Investment Company LLC

Broker-DealerFINRA MemberEst. 1981
Total AUM
—
Advisory reps
62
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 an SEC-registered entity formed in 1981 and organized as a limited liability company. The firm is classified in the dataset as an investment bank and is owned by a domestic entity and individual owners. It is not identified as an active ESG investor and is not labeled as a capital allocator in the available records. The firm’s public profile in the source data is sparse on advisory or fee-model details. What can be observed is a small operating scale by assets while retaining a multi-office footprint (see Locations & Offices).

Assets & Accounts

Investments & Alternatives

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 60
  • Nicholas Lailas

    Nicholas Lailas

    Vice President, Private Equity InvestmentsCRD 7601478

  • Christopher Gambino

    Registered RepresentativeCRD 4129800

  • Nicoh Alday

    Nicoh Alday

    Senior Investment AssociateCRD 7459835

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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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