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PARAGON FINANCIAL ADVISORS
215 Rock Prairie Rd.
College Station, Texas 77845
Tel: 979-693-3907
About PARAGON FINANCIAL ADVISORS
PARAGON FINANCIAL ADVISORS, formally registered with the SEC as PARAGON FINANCIAL ADVISORS. The firm was established in 05/16/2007. They have over 1 offices throughout the country.
PARAGON FINANCIAL ADVISORS is a College Station, Texas based Financial Planning firm with nearly $680,567,891 assets under management, offering retirement planning & investment advisory services to 2050 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143721 |
| SEC# | 801-67813 |
| Assets Managed by Firm | $680,567,891 |
| No. of Clients | 2050 |
| No. of Advisors | 12 |
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
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2050 | $680,567,891 |
| Individuals (other than high net worth individuals) | 229 | $134,139,514 |
| High net worth individuals | 132 | $468,730,585 |
| Pension and profit sharing plans | 13 | $40,745,764 |
| Charitable organizations | 7 | $36,697,796 |
| Corporations or other businesses | 1 | $254,232 |
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