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Building 2PARADIGM WEALTH ADVISORY LLC

Map pinBRIDGEWATER, NJ
Phone(908) 450-7402
NotebookSEC #801-107403
Total AUM
$201.2M
Employees
14
Clients
283

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1140 HIGHWAY 22 EAST
SUITE 105
BRIDGEWATER
NJ 08807
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(908) 450-7402
Other Offices
2

ReceiptFinancials

Total AUM
$201.2M
Accounts
948
Discretionary
$201.2M
Accounts
948
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
215
AUM
$48.3M
HNW Individual Clients
65
AUM
$149.6M
Pension/Profit Sharing Plan Clients
1
AUM
$2.8M
Charitable Organization Clients
2
AUM
$549.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Violation Finding
State Registrations
CACTDEFLGALAMAMDNCNHNJNYPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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