RIA Intel›Advisers›Rhode Island›ST. ONGE, PAUL PHILIP

ST. ONGE, PAUL PHILIP

Advisory

N·EAST GREENWICH, RI

Data as of Feb 6, 2014 · Source: SEC Form ADV

Total AUM

$135M

1-Year AUM Growth

-3.6%

3-Year CAGR

-2.7%

Employees

1

Assets Under Management

Total AUM$135M

Discretionary AUM$130M

Non-Discretionary AUM$5M

Discretionary %96.3%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record7

First FilingMar 17, 2011

Latest FilingFeb 6, 2014

🔒 Full AUM trend chart and 7 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ST. ONGE, PAUL PHILIP

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