PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC

11324 86th Avenue North
Maple Grove, Minnesota 55369
Tel: 763-201-1025

About PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC

PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC, formally registered with the SEC as PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC. The firm was established in 03/06/2014. They have over 1 offices throughout the country.

PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC is a Maple Grove, Minnesota based Financial Planning firm with nearly $275,774,950 assets under management, offering retirement planning & investment advisory services to 635 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110372
SEC#	801-79270
Assets Managed by Firm	$275,774,950
No. of Clients	635
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
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	635	$275,774,950
Individuals (other than high net worth individuals)	113	$42,245,874
High net worth individuals	90	$232,475,773
Charitable organizations	1	$1,053,303

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U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
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