Paradigm Consulting, Inc.
RIAState Registered
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
- March 25, 2024
- 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 a corporate, institutional investment adviser operating out of New York. The firm serves primarily institutional clients and combines advisory work with insurance brokerage. Its advisory activities list pension consulting services, and its revenue model includes both percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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