Overview
Assets Under Management: $283 million
Headquarters: LEXINGTON, KY
High-Net-Worth Clients: 66
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.19
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 630
Discretionary Accounts: 630
Regulatory Filings
CRD Number: 312817
Last Filing Date: 2024-03-25 00:00:00
Website: https://paragonmgmt.com