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Paragon Financial Partners Share
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Overview Share
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Woodland Hills, California
$210.2 million AUM
1 office

Paragon Financial Partners is based in Woodland Hills, California and has $210.2 million in assets under management.

Location
5850 Canoga Avenue
Suite 400
Woodland Hills, CA 91367
$210.2 million
AUM
2
Employees
AUM Share
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$210,164,416
Assets under management
424 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 21 $3,662,120 2% $174,387
High net worth individuals 81 $203,736,817 97% $2,515,269
Pension and profit sharing plans Fewer than 5 clients $2,302,995
Charitable organizations 11 $204,431 0% $18,585
Other corporations or businesses Fewer than 5 clients $258,053
Employees Share
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2
Employees
2
Investment analysts
100% of total employees
AUM per employee Share
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$210,164,416
Assets under management
$105,082,208
AUM per employee
$105,082,208
AUM per investment analyst
About Share
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Compensation

Paragon Financial Partners makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Paragon Financial Partners provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
Firm data Share
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CRD number 158,041
SEC number 801-72424
Legal structure Corporation
Legal governance California, United States
Latest ADV filing date March 19, 2020

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