Paul Strehle is a registered investment advisor at USA Mutuals Advisors, INC., based in Concord, MA, with 13 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 2 clients with $74M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
300 Baker Ave, Suite 300, Concord, MA, 01742
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Paul works as a portfolio manager for USA Mutuals, a mutual fund management company, since 2020. He manages and trades for the mutual fund and markets the mutual fund.
Employment History
Current Registrations
USA Mutuals Advisors, INC.
Previous Registrations
Compass Distributors, LLCBroker
Fort Point Capital Partners LLC
Cypress Point Capital Management, LLC
Gordian Investments, LLCBroker
Lakeside North Capital Advisors, LLC
Foreside Fund Services, LLCBroker
Loge Solutions, LLC
Terra Nova Financial, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.