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Home > Retirement Planners > california > woodland hills > PARAGON FINANCIAL PARTNERS
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 $247,023,084 assets under management, offering retirement planning & investment advisory services to 519 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 | $247,023,084 |
| No. of Clients | 519 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 519 | $247,023,084 |
| Individuals (other than high net worth individuals) | 36 | $6,332,981 |
| High net worth individuals | 101 | $239,557,963 |
| Corporations or other businesses | Fewer than 5 clients | $1,132,140 |
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