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PARAGON CAPITAL MANAGEMENT LLC
9200 Indian Creek Pkwy
Suite 600
Overland Park, Kansas 66210
Tel: 913-451-2254
About PARAGON CAPITAL MANAGEMENT LLC
PARAGON CAPITAL MANAGEMENT LLC, formally registered with the SEC as PARAGON CAPITAL MANAGEMENT LLC. The firm was established in 08/18/1998. They have over 2 offices throughout the country.
PARAGON CAPITAL MANAGEMENT LLC is a Overland Park, Kansas based Financial Planning firm with nearly $633,139,441 assets under management, offering retirement planning & investment advisory services to 716 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108168 |
| SEC# | 801-55805 |
| Assets Managed by Firm | $633,139,441 |
| No. of Clients | 716 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
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 | 716 | $633,139,441 |
| Individuals (other than high net worth individuals) | 126 | $56,859,229 |
| High net worth individuals | 195 | $576,280,212 |
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