Overview
Assets Under Management: $474 million
Headquarters: DES PERES, MO
High-Net-Worth Clients: 164
Average Client Assets: $2.2 million
Frequently Asked Questions
PARADIGM FINANCIAL 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 #108090), PARADIGM FINANCIAL ADVISORS LLC is subject to fiduciary duty under federal law.
PARADIGM FINANCIAL ADVISORS LLC is headquartered in DES PERES, MO.
PARADIGM FINANCIAL ADVISORS LLC serves 164 high-net-worth clients according to their SEC filing dated April 05, 2018. View client details ↓
According to their SEC Form ADV, PARADIGM FINANCIAL ADVISORS LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PARADIGM FINANCIAL ADVISORS LLC manages $474 million in client assets according to their SEC filing dated April 05, 2018.
According to their SEC Form ADV, PARADIGM FINANCIAL ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 164
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.59%
Average Client Assets: $2.2 million
Total Client Accounts: 1,482
Discretionary Accounts: 1,297
Non-Discretionary Accounts: 185
Regulatory Filings
CRD Number: 108090
Filing ID: 1206801
Last Filing Date: 2018-04-05 12:15:00