1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PARAGON FINANCIAL PARTNERS

Map pinWOODLAND HILLS, CA
Phone310-557-1515
NotebookSEC #801-72424
Total AUM
$329.6M
Employees
2
Clients
128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5850 CANOGA AVENUE
SUITE 400
WOODLAND HILLS
CA 91367
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
310-557-1515

ReceiptFinancials

Total AUM
$329.6M
Accounts
513
Discretionary
$267.1M
Accounts
455
Non-Discretionary
$62.5M
Accounts
58

ContactClients

View more in analytics →

Individual Clients
42
AUM
$11.3M
HNW Individual Clients
85
AUM
$318.1M
Corporation or Business Clients
1
AUM
$208K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
TRUST ADMINISTRATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account