Director, Advisor Investment Strategy · Farther
Alex S. Paul
CRD 6435641 · Named on Form ADV at one SEC-registered adviser
At a glance
Farther, an SEC-registered wealth manager based in SAN Francisco, CA with $16.0 billion in regulatory assets, lists Alex S. Paul on its Form ADV as Director, Advisor Investment Strategy.
Firms and roles
- FartherDirector, Advisor Investment StrategyWealth manager · SAN Francisco, CA · $16B in regulatory assets
AtlasMembers
Alex’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (18)
- Joseph T. MatthewsManaging Member, Farther
- Bradley P. GenserChief Technology Officer, Farther
- Christopher C. PowersChief Compliance Officer, Farther
- Olivia V. FournierHead of Client Services, Farther
- David KilinCFO, Farther
13 more people named with Alex on the same filings, with titles and firms. Free in Atlas with a free account.
See all 18 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alex’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.