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Building 2PARAGON CAPITAL MANAGEMENT

Map pinDENVER, CO
Phone303-293-3680
NotebookSEC #801-36249
Total AUM
$1.3B
Employees
6
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
999 18TH ST., STE 1401
DENVER
CO 80202
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
303-293-3680

ReceiptFinancials

Total AUM
$1.3B
Accounts
984
Discretionary
$1.2B
Accounts
829
Non-Discretionary
$144.6M
Accounts
155

ContactClients

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Individual Clients
47
AUM
$23.8M
HNW Individual Clients
140
AUM
$1.3B
Charitable Organization Clients
1
AUM
$2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNENHTXVAWA

HandshakeAffiliates

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

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