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Building 2PARADIEM, LLC

Map pinCOVINGTON, LA
Phone985-727-0770
NotebookSEC #801-110924
Total AUM
$483.4M
Employees
14
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
510 N JEFFERSON AVE
COVINGTON
LA 70433-2640
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
985-727-0770
Other Offices
2

ReceiptFinancials

Total AUM
$483.4M
Accounts
325
Discretionary
$476M
Accounts
275
Non-Discretionary
$7.4M
Accounts
50

ContactClients

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Individual Clients
110
AUM
$40.5M
HNW Individual Clients
30
AUM
$428.7M
Charitable Organization Clients
1
AUM
$14.2M
Corporation or Business Clients
1
AUM
$11.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CODEFLINLANCNHNVNYOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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