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Building 2PARAGON WEALTH MANAGEMENT, LLC

Map pinPITTSBURGH, PA
Phone412-265-4545
NotebookSEC #801-66111
Total AUM
$54M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1201 S. BRADDOCK AVENUE
PITTSBURGH
PA 15218
USA
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
412-265-4545

ReceiptFinancials

Total AUM
$54M
Accounts
250
Discretionary
$2M
Accounts
13
Non-Discretionary
$52M
Accounts
237

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
MAPA

HandshakeAffiliates

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

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