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Building 2PARADIGM FINANCIAL ADVISORS LLC

Map pinDES PERES, MO
Phone314-966-3400
NotebookSEC #801-54603
Total AUM
$548.1M
Employees
12
Clients
331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12818 DAYLIGHT CIRCLE
DES PERES
MO 63131
United States
Operating Hours
8:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
314-966-3400

ReceiptFinancials

Total AUM
$548.1M
Accounts
1,322
Discretionary
$459.8M
Accounts
1,298
Non-Discretionary
$88.2M
Accounts
24

ContactClients

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Individual Clients
65
AUM
$32.8M
HNW Individual Clients
260
AUM
$493.4M
Pension/Profit Sharing Plan Clients
4
AUM
$8.9M
Government Entity Clients
1
AUM
$11.9M
Corporation or Business Clients
1
AUM
$1M

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
CAFLILLAMOTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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