Overview
Assets Under Management: $281 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 278
Average Client Assets: $837,375
Frequently Asked Questions
PARAGON FINANCIAL SERVICES 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 #164832), PARAGON FINANCIAL SERVICES is subject to fiduciary duty under federal law.
PARAGON FINANCIAL SERVICES is headquartered in RICHMOND, VA.
PARAGON FINANCIAL SERVICES serves 278 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, PARAGON FINANCIAL SERVICES offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PARAGON FINANCIAL SERVICES manages $281 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, PARAGON FINANCIAL SERVICES serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 278
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.99
Average High-Net-Worth Client Assets: $837,375
Total Client Accounts: 1,239
Discretionary Accounts: 1,239
Regulatory Filings
CRD Number: 164832
Last Filing Date: 2024-03-26 00:00:00
Website: https://lpl.com