Paradise Advisor Group LLC

Overview

Paradise Advisor Group LLC is a small, independent registered investment adviser that focuses on serving individual and family clients through fee-based portfolio management and financial planning. The firm deploys a clear equity bias: exchange-traded equities and ETFs form the core of its invested assets, complemented by mutual funds and selective allocations to external alternative managers. Its service mix includes portfolio management for individuals and small businesses as well as pension consulting, and it operates on a percentage-of-AUM fee model. Paradise Advisor Group LLC is not positioned as a capital allocator; instead it integrates third-party alternative managers into client portfolios where appropriate. The adviser does not self-identify as an active ESG investor and maintains a single-state footprint rather than a multi-state advisory platform. It lists an insurance company among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices