Michael James Paulus
Investment adviser representative at Pcm Encore, LLC
10 yearsExperience
1 stateRegistered in
$2BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Pcm Encore, LLCOct 2024 to now
- OntraJul 2021 to now
- Pcm GrowthOct 2016 to now
- Assurance IqJan 2016 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Pcm Encore, LLC
$2BAssets managed
176Clients
10Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7979333
- Firm CRD
- 333127