Paradigm Investment Advisory, LLC

RIASEC Registered

Total AUM

$425M

Discretionary

$425M

100% of AUM

Avg account

$659K

Accounts

645

Employees

Advisory reps

Firm details

Headquarters: Bridgewater, New Jersey
CRD number: 334370
Registered since: January 10, 2025
Website: paradigm-partners.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals56.1%
HNWI36.24%
Charitable Organizations7.66%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Paradigm Investment Advisory, LLC is an independent, SEC-registered investment adviser (SEC registration year: 2025) that serves both individual/family and institutional clients. The firm operates as a capital allocator and provides a mix of services including financial planning, portfolio management for individuals and small businesses, selection of third‑party investment advisers, and educational seminars or workshops. Compensation arrangements include asset‑based fees as well as hourly and fixed‑fee engagements. Paradigm is not an active ESG investor and does not report multi‑state adviser status in this dataset.