Axiom Paragon Services LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Temple Terrace, Florida
CRD number
332300
Fee structure
Other
Services
Financial Planning

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Seema Jain

    Seema Jain

    Founder and Managing PartnerCRD 5811488

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth