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Building 2PARADIGM INVESTMENT ADVISORY, LLC

Map pinBRIDGEWATER, NJ
Phone908-450-7402
NotebookSEC #801-131802
Total AUM
$425.1M
Employees
8
Clients
645

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1140 US 22 EAST
SUITE 105
BRIDGEWATER
NJ 08807
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
908-450-7402
Other Offices
3

ReceiptFinancials

Total AUM
$425.1M
Accounts
645
Discretionary
$425.1M
Accounts
645
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
81
AUM
$238.5M
HNW Individual Clients
563
AUM
$154M
Charitable Organization Clients
1
AUM
$32.6M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCDEFLGAHIILINKSLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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