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Home > Retirement Planners > texas > dallas > PARAGON JV PARTNERS, LLC
PARAGON JV PARTNERS, LLC
500 Crescent Court
Ste 260
Dallas, Texas 75201
Tel: 214-871-3700
About PARAGON JV PARTNERS, LLC
PARAGON JV PARTNERS, LLC, formally registered with the SEC as PARAGON JV PARTNERS, LLC. The firm was established in 04/24/2012. They have over 1 offices throughout the country.
PARAGON JV PARTNERS, LLC is a Dallas, Texas based Financial Planning firm with nearly $149,790,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 163264 |
| SEC# | 801-76245 |
| Assets Managed by Firm | $149,790,000 |
| No. of Clients | 1 |
| No. of Advisors | 5 |
Fee Structure
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $149,790,000 |
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