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PARAGON PRIVATE WEALTH MANAGEMENT LLC
300 West Vine Street
Suite 2201
Lexington, Kentucky 40507
Tel: 859-300-3985
About PARAGON PRIVATE WEALTH MANAGEMENT LLC
PARAGON PRIVATE WEALTH MANAGEMENT LLC, formally registered with the SEC as PARAGON PRIVATE WEALTH MANAGEMENT LLC. The firm was established in 04/02/2021. They have over 2 offices throughout the country.
PARAGON PRIVATE WEALTH MANAGEMENT LLC is a Lexington, Kentucky based Financial Planning firm with nearly $283,043,282 assets under management, offering retirement planning & investment advisory services to 630 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312817 |
| SEC# | 801-120682 |
| Assets Managed by Firm | $283,043,282 |
| No. of Clients | 630 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- 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 | 630 | $283,043,282 |
| Individuals (other than high net worth individuals) | 78 | $19,713,000 |
| High net worth individuals | 75 | $234,887,500 |
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