Overview
Assets Under Management: $337 million
Headquarters: WOODLAND HILLS, CA
High-Net-Worth Clients: 79
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.21
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 523
Discretionary Accounts: 406
Non-Discretionary Accounts: 117
Regulatory Filings
CRD Number: 158041
Last Filing Date: 2025-02-28 00:00:00
Website: https://paragonfinancialpartners.com