Paragon Financial Services

RIASEC RegisteredEst. 2019

Total AUM

$384M

Discretionary

$384M

100% of AUM

Avg account

$278K

Accounts

1,382

Employees

Advisory reps

Firm details

Headquarters: Richmond, Virginia
CRD number: 164832
Registered since: December 9, 2019
Website: www.paragonfinancial.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.8%
Individuals24.43%
Corporations / Businesses3.28%
Charitable Organizations1.23%
Pension & Profit Sharing Plans0.25%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Paragon Financial Services is an independent, privately owned registered investment adviser that began SEC registration in 2019. The firm serves both individual/family and institutional clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee schedule includes assets-under-management fees as well as hourly and fixed-fee engagements. Paragon does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.