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Building 2PARAGON ASSET MANAGEMENT INC.

Map pinORINDA, CA
Phone510-550-7288
NotebookSEC #801-131994
Total AUM
$115.9M
Employees
2
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 ALTARINDA ROAD, SUITE 205
ORINDA
CA 94563
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
510-550-7288

ReceiptFinancials

Total AUM
$115.9M
Accounts
60
Discretionary
$115.9M
Accounts
60
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
32
AUM
$12M
HNW Individual Clients
28
AUM
$103.2M
Pension/Profit Sharing Plan Clients
1
AUM
$691.2K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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