Paradigm Investment Advisory, LLC
Firm details
- Headquarters
- Bridgewater, New Jersey
- CRD number
- 334370
- Registered since
- January 10, 2025
- 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
FINTRXOverview
Paradigm Investment Advisory, LLC is an independent, owner-operated registered investment adviser that registered with the SEC in 2025. The firm serves both individual and family clients and institutional mandates, offering a mix of advice and implementation: financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. Paradigm describes itself as a capital allocator and appears to combine direct portfolio management with outsourcing to third‑party managers. Its fee menu includes percentage-of-AUM billing plus hourly and fixed-fee arrangements. The firm does not position itself as an active ESG investor.
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 Funds65%
- Exchange Traded Equities30%
- US Government Bonds1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
Joseph White
Chief Investment OfficerCRD 5957658
Andrew Bruen
Chief Executive OfficerCRD 4987554
Contacts
3 of 8Kevin Korondi
Investment Adviser RepresentativeCRD 5230107
William Bruen Jr.
ChairmanCRD 870515
Andrew Koltunowicz
Managing PartnerCRD 6099848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bridgewater, NJ
Somerset
Location
Bridgewater, NJ
Headquartered in Bridgewater, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Somerset
- Address
- 1140 22
- Time zone
- ET (UTC-5)
- Office locations
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