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Building 2PARAGON WEALTH STRATEGIES, LLC.

Map pinJACKSONVILLE, FL
Phone904-861-0093
NotebookSEC #801-79640
Total AUM
$456.3M
Employees
10
Clients
429

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10245 CENTURION PKWY N.
STE. 106
JACKSONVILLE
FL 32256
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
904-861-0093
Other Offices
1

ReceiptFinancials

Total AUM
$456.3M
Accounts
1,501
Discretionary
$446M
Accounts
1,471
Non-Discretionary
$10.3M
Accounts
30

ContactClients

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Individual Clients
282
AUM
$137.1M
HNW Individual Clients
146
AUM
$318.7M
Corporation or Business Clients
1
AUM
$466.6K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANCNHNVOHSCTXVA

HandshakeAffiliates

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

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