Paradigm Consulting, Inc.
Firm details
- Headquarters
- Utica, New York
- CRD number
- 144990
- Registered since
- September 19, 2007
- Website
- paradigmci.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Rhianna Arcuri
Retirement Plan CoordinatorCRD 6282976
Contacts
3 of 3
Amy Mielnicki
Executive Vice PresidentCRD 2105349

Laurie Schoen
PresidentCRD 2105347

Sarah Militano
Investment Advisor RepresentativeCRD 6062414
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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