Overview
Assets Under Management: $456 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 146
Average Client Assets: $2.2 million
Frequently Asked Questions
PARAGON WEALTH STRATEGIES, LLC. 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 #146543), PARAGON WEALTH STRATEGIES, LLC. is subject to fiduciary duty under federal law.
PARAGON WEALTH STRATEGIES, LLC. is headquartered in JACKSONVILLE, FL.
PARAGON WEALTH STRATEGIES, LLC. serves 146 high-net-worth clients according to their SEC filing dated December 07, 2023. View client details ↓
According to their SEC Form ADV, PARAGON WEALTH STRATEGIES, LLC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
PARAGON WEALTH STRATEGIES, LLC. manages $456 million in client assets according to their SEC filing dated December 07, 2023.
According to their SEC Form ADV, PARAGON WEALTH STRATEGIES, LLC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 146
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.85%
Average Client Assets: $2.2 million
Total Client Accounts: 1,501
Discretionary Accounts: 1,471
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 146543
Filing ID: 1803537
Last Filing Date: 2023-12-07 16:08:00