Axiom Paragon Services LLC
Firm details
- Headquarters
- Temple Terrace, Florida
- CRD number
- 332300
- Website
- www.axiomservices.ai
- Fee structure
- Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
Axiom Paragon Services LLC is organized as a corporation and is registered as an institutional RIA that serves individual and family clients. The firm is owned by an individual and lists accounting among its core business activities; its advisory offering centers on financial planning services. FINTRX flags a nonstandard fee structure labeled “Other.” The firm is not identified as a multi-state adviser, is not an active ESG investor, and does not function as a capital allocator or as a related adviser according to the available records.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Seema Jain
Founder and Managing PartnerCRD 5811488
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Temple Terrace, FL
Hillsborough
Location
Temple Terrace, FL
Headquartered in Temple Terrace, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 13238 Telecom Dr
- Time zone
- ET (UTC-5)
- Office locations
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