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Paul Ian Ragheb

Azimuth Capital Management

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About Paul Ian Ragheb

Paul Ian Ragheb is an investment advisor representative associated with Azimuth Capital Management. Paul has over 25 years of experience in the financial industry. Paul has a Series 7, Series 31, Series 63, and Series 65 license. Paul was previously registered with SPEAR, LEEDS & KELLOGG and DEAN WITTER REYNOLDS INC.

Firm Information

Paul Ragheb is currently registered with Azimuth Capital Management. Azimuth Capital Management is an investment advisor based in Bloomfield Hills, Michigan. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Their client base includes high-net-worth individuals, corporations, pension plans, and charitable organizations. Azimuth Capital Management also offers credit, cash management, and insurance solutions. The firm has approximately $3.37 billion in regulatory assets under management.
Azimuth Capital Management

200 EAST LONG LAKE ROAD

BLOOMFIELD HILLS, MI 48304

$3.37B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit, cash management, and insurance solutions

Credit, cash management, and insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing with frs (our affiliate), uptiq and flourish

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Paul Ragheb’s Registration & Firm History

MI

04/11/2022 - Present

Azimuth Capital Management (BLOOMFIELD HILLS MI)

NY

01/15/1997 - 09/19/2000

SPEAR, LEEDS & KELLOGG (NEW YORK NY)

NY

02/21/1996 - 05/28/1996

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 07/30/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/27/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 02/20/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Ian Ragheb.
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