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Building 2PARAGON FINANCIAL ADVISORS

Map pinCOLLEGE STATION, TX
Phone979-693-3907
NotebookSEC #801-67813
Total AUM
$1B
Employees
17
Clients
458

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
215 ROCK PRAIRIE RD.
COLLEGE STATION
TX 77845
United States
Operating Hours
M-TH 9AM TO 5PM/F 9AM TO 3PM
Monday - Friday
Phone
979-693-3907

ReceiptFinancials

Total AUM
$1B
Accounts
2,696
Discretionary
$1B
Accounts
2,696
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
185
AUM
$79.4M
HNW Individual Clients
252
AUM
$870.7M
Pension/Profit Sharing Plan Clients
14
AUM
$47.2M
Charitable Organization Clients
6
AUM
$47.5M
Corporation or Business Clients
1
AUM
$374.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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