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Building 2PARAGON WEALTH STRATEGIES, LLC.

Map pinJACKSONVILLE, FL
Phone904-861-0093
NotebookSEC #801-69159
Total AUM
$79.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10245 CENTURION PKWY N.
STE. 105
JACKSONVILLE
FL 32256
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
904-861-0093

ReceiptFinancials

Total AUM
$79.2M
Accounts
523
Discretionary
$76.7M
Accounts
498
Non-Discretionary
$2.5M
Accounts
25

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

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

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