Paradigm Global Investors
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 338287
- Registered since
- December 3, 2025
- Website
- paradigmglobalinvestors.com
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Other Investment Advisers93.54%
- Charitable Organizations6.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Paradigm Global Investors is an individually owned limited liability company that provides financial planning and portfolio management across individual, small-business, and institutional client types. The firm also offers pension consulting and the selection of other advisers. It reports a mixed fee approach that includes percentage-of-AUM fees, fixed fees, and other arrangements. Paradigm Global Investors is registered with the SEC; its SEC registration year is 2025. The firm identifies as a capital allocator and is not an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities95%
- Private Funds3%
- Public Funds/Mutual Funds1%
Owners & executives
3 of 3
Ryan Quinn
Chief Compliance OfficerCRD 5203607
Kim Bailey
Chief Operating OfficerCRD 8205010
Aaron Criddle
Chief Compliance OfficerCRD 8246048
Contacts
1 of 1
Ryan Bailey
AdvisorCRD 2890463
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 100 Crescent Ct
- Time zone
- CT (UTC-6)
- Office locations
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