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PARAGON INVESTMENT ADVISORS LC
941-598-5400
SEC #801-56073Total AUM
$25M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
941-598-5400
Financials
Total AUM
$25M
Accounts
190Discretionary
$17M
Accounts
100Non-Discretionary
$8M
Accounts
90
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLNJ
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.