PARAGON WEALTH STRATEGIES, LLC.

10245 Centurion Pkwy N.
Ste. 106
Jacksonville, Florida 32256
Tel: 904-861-0093

About PARAGON WEALTH STRATEGIES, LLC.

PARAGON WEALTH STRATEGIES, LLC, formally registered with the SEC as PARAGON WEALTH STRATEGIES, LLC. The firm was established in 05/30/2014. They have over 2 offices throughout the country.

PARAGON WEALTH STRATEGIES, LLC. is a Jacksonville, Florida based Financial Planning firm with nearly $456,298,012 assets under management, offering retirement planning & investment advisory services to 1501 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146543
SEC#	801-79640
Assets Managed by Firm	$456,298,012
No. of Clients	1501
No. of Advisors	10

Fee Structure

A Percentage of AUM
Fixed Fees
Other(REGISTRATION FEES)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1501	$456,298,012
Individuals (other than high net worth individuals)	282	$137,104,863
High net worth individuals	146	$318,726,525
Corporations or other businesses	Fewer than 5 clients	$466,624

Inquire with PARAGON WEALTH STRATEGIES, LLC.

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