Paramount Investments, LLC

Overview

Paramount Investments, LLC operates as an independent registered investment adviser organized as a limited liability company and controlled by an individual owner. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, and it serves a mix of individual/family and institutional clients. Fee arrangements include asset-based fees, hourly billing and performance-based fees, which indicates flexibility to structure compensation around client needs and certain outcome-oriented mandates. Investment positioning tilts clearly toward equity exposure. Filings show a strong preference for exchange‑traded equities as the primary sleeve within client portfolios, with equity exposure driving the majority of discretionary assets. The firm is not registered as an active ESG investor and does not present itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices