Overview
Assets Under Management: $1.0 billion
Headquarters: SHAKER HEIGHTS, OH
High-Net-Worth Clients: 69
Average Client Assets: $13.2 million
Frequently Asked Questions
NEW PARAGON, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110039), NEW PARAGON, LLC is subject to fiduciary duty under federal law.
NEW PARAGON, LLC is headquartered in SHAKER HEIGHTS, OH.
NEW PARAGON, LLC serves 69 high-net-worth clients according to their SEC filing dated July 09, 2024. View client details ↓
According to their SEC Form ADV, NEW PARAGON, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
NEW PARAGON, LLC manages $1.0 billion in client assets according to their SEC filing dated July 09, 2024.
According to their SEC Form ADV, NEW PARAGON, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.34%
Average Client Assets: $13.2 million
Total Client Accounts: 83
Discretionary Accounts: 22
Non-Discretionary Accounts: 61
Regulatory Filings
CRD Number: 110039
Filing ID: 1888029
Last Filing Date: 2024-07-09 11:18:00