Overview
Assets Under Management: $136 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 41
Average Client Assets: $2.9 million
Frequently Asked Questions
PARADIGM ADVISORS, 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 #114515), PARADIGM ADVISORS, LLC is subject to fiduciary duty under federal law.
PARADIGM ADVISORS, LLC is headquartered in DALLAS, TX.
PARADIGM ADVISORS, LLC serves 41 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, PARADIGM ADVISORS, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
PARADIGM ADVISORS, LLC manages $136 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, PARADIGM ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.58%
Average Client Assets: $2.9 million
Total Client Accounts: 372
Discretionary Accounts: 372
Regulatory Filings
CRD Number: 114515
Filing ID: 2085110
Last Filing Date: 2026-03-30 16:30:43