Paradigm Consulting, Inc.

RIASEC RegisteredEst. 2007
Total AUM
$81.2M
Discretionary
$11.3M
14% of AUM
Avg account
$4.3M
Accounts
19
Employees
5
Advisory reps
4

Firm details

Headquarters
Utica, New York
CRD number
144990
Registered since
September 19, 2007
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pension & Profit Sharing Plans100%
Services
Pension Consulting

Firm profile

FINTRX

Overview

Paradigm Consulting, Inc. is an SEC-registered institutional RIA organized as a corporation and operating since 2007. The firm is owned by an individual and serves an institutional client base. Its filing lists insurance brokerage among its business activities and notes pension consulting services as an advisory activity, although other firm classifications indicate it is not designated as a pension consultant in every respect. Compensation is a mix of percentage-of-AUM and fixed fees. Paradigm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 99%, Cash & Cash Equivalents 1%99%
  • Public Funds/Mutual Funds99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Rhianna Arcuri

    Rhianna Arcuri

    Retirement Plan CoordinatorCRD 6282976

Contacts

3 of 3
  • Amy Mielnicki

    Amy Mielnicki

    Executive Vice PresidentCRD 2105349

  • Laurie Schoen

    Laurie Schoen

    PresidentCRD 2105347

  • Sarah Militano

    Sarah Militano

    Investment Advisor RepresentativeCRD 6062414

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Utica, NY

Oneida

Location

Utica, NY

Headquartered in Utica, NY, in the Northeast of the United States.

Region
Northeast
County
Oneida
Address
133 Business Park Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth