Overview
Assets Under Management: $116 million
Headquarters: ORINDA, CA
High-Net-Worth Clients: 28
Average Client Assets: $4 million
Frequently Asked Questions
PARAGON ASSET MANAGEMENT INC. 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 #107863), PARAGON ASSET MANAGEMENT INC. is subject to fiduciary duty under federal law.
PARAGON ASSET MANAGEMENT INC. is headquartered in ORINDA, CA.
PARAGON ASSET MANAGEMENT INC. serves 28 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, PARAGON ASSET MANAGEMENT INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
PARAGON ASSET MANAGEMENT INC. manages $116 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, PARAGON ASSET MANAGEMENT INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.06
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 60
Discretionary Accounts: 60
Regulatory Filings
CRD Number: 107863
Filing ID: 2054391
Last Filing Date: 2026-02-17 13:05:15