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Building 2PARAGON CAPITAL MANAGEMENT

Map pinSMITHTOWN, NY
Phone631-863-2700
NotebookSEC #801-41741
Total AUM
$15M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 EDGEWOOD AVENUE
SMITHTOWN
NY 11787
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
631-863-2700

ReceiptFinancials

Total AUM
$15M
Accounts
112
Discretionary
$8.7M
Accounts
111
Non-Discretionary
$6.3M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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