Overview
Assets Under Management: $681 million
Headquarters: COLLEGE STATION, TX
High-Net-Worth Clients: 207
Average Client Assets: $3 million
Frequently Asked Questions
PARAGON ADVISORS, L.L.C. 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 #143721), PARAGON ADVISORS, L.L.C. is subject to fiduciary duty under federal law.
PARAGON ADVISORS, L.L.C. is headquartered in COLLEGE STATION, TX.
PARAGON ADVISORS, L.L.C. serves 207 high-net-worth clients according to their SEC filing dated May 28, 2024. View client details ↓
According to their SEC Form ADV, PARAGON ADVISORS, L.L.C. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PARAGON ADVISORS, L.L.C. manages $681 million in client assets according to their SEC filing dated May 28, 2024.
According to their SEC Form ADV, PARAGON ADVISORS, L.L.C. serves high-net-worth individuals and institutional clients. View client details ↓
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