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Building 2PARADIGM ADVISORS, LLC

Map pinDALLAS, TX
Phone214-756-6066
NotebookSEC #801-132244
Total AUM
$136.1M
Employees
4
Clients
83

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8201 PRESTON ROAD
SUITE 310
DALLAS
TX 75225
United States
Operating Hours
8AM - 5PM
APPOINTMENT ONLY
Phone
214-756-6066
Other Offices
1

ReceiptFinancials

Total AUM
$136.1M
Accounts
372
Discretionary
$136.1M
Accounts
372
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
41
AUM
$12.4M
HNW Individual Clients
41
AUM
$117.9M
Corporation or Business Clients
1
AUM
$5.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARMITX

HandshakeAffiliates

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

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