PARAMOUNT INVESTMENT ADVISORS

RIASEC Registered

Total AUM

$42.2M

Discretionary

$42.2M

100% of AUM

Avg account

$508K

Accounts

Employees

Advisory reps

Firm details

Headquarters: BUFORD, Georgia
CRD number: 146217
Website: www.paramountia.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals55.33%
HNWI44.67%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Paramount Investment Advisors operates as an independent registered investment advisor, primarily serving individual and family clients. The firm is structured as a corporation and is owned by an individual. It provides a range of financial services, including financial planning, portfolio management for both individuals and small businesses, and pension consulting services. The firm also engages in educational seminars and workshops to enhance client understanding of investment strategies. While it does not actively invest in ESG (Environmental, Social, and Governance) strategies, it does allocate capital to various external fund managers for alternative investments.