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Home > Retirement Planners > louisiana > covington > PARADIEM, LLC
PARADIEM, LLC
510 N Jefferson Ave
Covington, Louisiana 70433-2640
Tel: 985-727-0770
About PARADIEM, LLC
PARADIEM, LLC, formally registered with the SEC as PARADIEM, LLC. The firm was established in 07/31/2017. They have over 3 offices throughout the country.
PARADIEM, LLC is a Covington, Louisiana based Financial Planning firm with nearly $466,197,031 assets under management, offering retirement planning & investment advisory services to 403 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158200 |
| SEC# | 801-110924 |
| Assets Managed by Firm | $466,197,031 |
| No. of Clients | 403 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 403 | $466,197,031 |
| Individuals (other than high net worth individuals) | 105 | $56,665,579 |
| High net worth individuals | 30 | $393,054,530 |
| Charitable organizations | Fewer than 5 clients | $13,758,421 |
| Corporations or other businesses | Fewer than 5 clients | $2,718,501 |
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