Overview
Assets Under Management: $183 million
Headquarters: BRIDGEWATER, NJ
High-Net-Worth Clients: 36
Average Client Assets: $4 million
Frequently Asked Questions
PARADIGM INVESTMENT ADVISORY, 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 #334370), PARADIGM INVESTMENT ADVISORY, LLC is subject to fiduciary duty under federal law.
PARADIGM INVESTMENT ADVISORY, LLC is headquartered in BRIDGEWATER, NJ.
PARADIGM INVESTMENT ADVISORY, LLC serves 36 high-net-worth clients according to their SEC filing dated February 03, 2026. View client details ↓
According to their SEC Form ADV, PARADIGM INVESTMENT ADVISORY, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
PARADIGM INVESTMENT ADVISORY, LLC manages $183 million in client assets according to their SEC filing dated February 03, 2026.
According to their SEC Form ADV, PARADIGM INVESTMENT ADVISORY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.91
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 153
Discretionary Accounts: 153
Regulatory Filings
CRD Number: 334370
Filing ID: 2048371
Last Filing Date: 2026-02-03 09:48:52