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Home > Retirement Planners > virginia > richmond > PARAGON FINANCIAL SERVICES
PARAGON FINANCIAL SERVICES
3761 Westerre Parkway
Suite H
Richmond, Virginia 23233
Tel: 804-673-8888
About PARAGON FINANCIAL SERVICES
PARAGON FINANCIAL SERVICES, formally registered with the SEC as PARAGON FINANCIAL SERVICES. The firm was established in 12/09/2019. They have over 1 offices throughout the country.
PARAGON FINANCIAL SERVICES is a Richmond, Virginia based Financial Planning firm with nearly $280,905,882 assets under management, offering retirement planning & investment advisory services to 1239 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164832 |
| SEC# | 801-117764 |
| Assets Managed by Firm | $280,905,882 |
| No. of Clients | 1239 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (ADVISORY CONSULTING, SUB-ADVISORY SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1239 | $280,905,882 |
| Individuals (other than high net worth individuals) | 465 | $92,315,391 |
| High net worth individuals | 224 | $171,913,029 |
| Pension and profit sharing plans | 2 | $320,197 |
| Charitable organizations | 6 | $3,818,536 |
| Corporations or other businesses | 1 | $12,538,729 |
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