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Building 2NEW PARAGON, LLC

Map pinSHAKER HEIGHTS, OH
Phone216-491-3990
NotebookSEC #801-54375
Total AUM
$1B
Employees
25
Clients
84

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3401 TUTTLE ROAD
SUITE 290
SHAKER HEIGHTS
OH 44122
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
216-491-3990

ReceiptFinancials

Total AUM
$1B
Accounts
83
Discretionary
$501.8M
Accounts
22
Non-Discretionary
$503.1M
Accounts
61

ContactClients

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HNW Individual Clients
69
AUM
$907.9M
Charitable Organization Clients
15
AUM
$97M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ANNUAL RETAINER BASED ON COMPLEXITY OF EACH CLIENT'S SITUATION.

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLOHTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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