Overview
Assets Under Management: $160 million
Headquarters: RENO, NV
High-Net-Worth Clients: 64
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.09
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 291
Discretionary Accounts: 291
Regulatory Filings
CRD Number: 120805
Last Filing Date: 2025-02-07 00:00:00
Website: https://paradigmcm.net