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PARAGON CAPITAL MANAGEMENT
999 18th St., Ste 1401
Denver, Colorado 80202
Tel: 303-293-3680
About PARAGON CAPITAL MANAGEMENT
PARAGON CAPITAL MANAGEMENT, formally registered with the SEC as PARAGON CAPITAL MANAGEMENT. The firm was established in 03/23/1990. They have over 1 offices throughout the country.
PARAGON CAPITAL MANAGEMENT is a Denver, Colorado based Financial Planning firm with nearly $1,134,002,663 assets under management, offering retirement planning & investment advisory services to 773 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105147 |
| SEC# | 801-36249 |
| Assets Managed by Firm | $1,134,002,663 |
| No. of Clients | 773 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 773 | $1,134,002,663 |
| Individuals (other than high net worth individuals) | 39 | $21,377,201 |
| High net worth individuals | 125 | $1,111,699,816 |
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