Overview
Assets Under Management: $681 million
Headquarters: COLLEGE STATION, TX
High-Net-Worth Clients: 207
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 207
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.21
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,050
Discretionary Accounts: 2,049
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 143721
Last Filing Date: 2024-05-28 00:00:00
Website: https://paragon-adv.com