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PARAGON FINANCIAL SERVICES
RICHMOND, VA
804-673-8888
SEC #801-117764Total AUM
$383.7M
Employees
7Clients
738Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3761 WESTERRE PARKWAY
SUITE H
RICHMOND
VA 23233
United States
SUITE H
RICHMOND
VA 23233
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
804-673-8888
Financials
Total AUM
$383.7M
Accounts
1,382Discretionary
$383.7M
Accounts
1,382Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
432AUM
$93.8M
HNW Individual Clients
297AUM
$271.7M
Pension/Profit Sharing Plan Clients
2AUM
$970.4K
Charitable Organization Clients
5AUM
$4.7M
Corporation or Business Clients
2AUM
$12.6M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORY CONSULTING, SUB-ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLLANCNJNYSCTXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.