PARADIGM FINANCIAL ADVISORS LLC
Total AUM
$548.1M
Employees
12Clients
331Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
12818 DAYLIGHT CIRCLE
DES PERES
MO 63131
United States
DES PERES
MO 63131
United States
Operating Hours
8:00 A.M. - 4:30 P.M.
Monday - Friday
Monday - Friday
Phone
314-966-3400
Financials
Total AUM
$548.1M
Accounts
1,322Discretionary
$459.8M
Accounts
1,298Non-Discretionary
$88.2M
Accounts
24
Clients
Individual Clients
65AUM
$32.8M
HNW Individual Clients
260AUM
$493.4M
Pension/Profit Sharing Plan Clients
4AUM
$8.9M
Government Entity Clients
1AUM
$11.9M
Corporation or Business Clients
1AUM
$1M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLILLAMOTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.