RIA Intel›Advisers›New York›PAOLINO, WILLIAM JOHN

PAOLINO, WILLIAM JOHN

Advisory

N·NYACK, NY

Data as of Mar 2, 2023 · Source: SEC Form ADV

Total AUM

$140M

1-Year AUM Growth

-17.3%

3-Year CAGR

+2.0%

Employees

1

Assets Under Management

Total AUM$140M

Discretionary AUM$140M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record27

First FilingSep 26, 2007

Latest FilingMar 2, 2023

🔒 Full AUM trend chart and 27 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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Get the full picture on PAOLINO, WILLIAM JOHN

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.