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

More Retirement Planning firms in Lexington, Kentucky:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

Explore More Retirement Advisors in Lexington, Kentucky

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.