PARAGON FINANCIAL PARTNERS

5850 Canoga Avenue
Suite 400
Woodland Hills, California 91367
Tel: 310-557-1515

About PARAGON FINANCIAL PARTNERS

PARAGON FINANCIAL PARTNERS, formally registered with the SEC as PARAGON FINANCIAL PARTNERS. The firm was established in 06/13/2011. They have over 1 offices throughout the country.

PARAGON FINANCIAL PARTNERS is a Woodland Hills, California based Financial Planning firm with nearly $336,776,746 assets under management, offering retirement planning & investment advisory services to 523 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158041
SEC#	801-72424
Assets Managed by Firm	$336,776,746
No. of Clients	523
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	523	$336,776,746
Individuals (other than high net worth individuals)	39	$9,357,372
High net worth individuals	79	$327,369,129
Corporations or other businesses	Fewer than 5 clients	$50,245

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