Paradigm Financial Advisors LLC
- Assets, Funds, Holdings
| Paradigm Financial Advisors LLC
|
|---|
| CRD # | 108090 |
| SEC # | 801-54603 |
| CIK # | 0001597691 |
| AUM |
|
| Employees |
12 (25% Investors, 0% Brokers)
|
| Phone | 314-966-3400 |
| Address | 12818 Daylight Circle
Des Peres, MO 63131 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [Facebook]
|
|
Total AUM ($MM)
|
|---|
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
|---|
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
65
|
32.8 |
| (b) Individuals (high net worth individuals) |
260
|
493.4 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
4 |
8.9 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
1 |
11.9 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
1 |
1.0 |
| (n) Other |
0 |
0.0 |
| Total |
1,322 |
548.1 |
| By Discretionary |
| Discretionary |
1,298 |
459.8 |
| Non-Discretionary |
24 |
88.2 |
| Total |
1,322 |
548.1 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
548.1 |
| Total |
1,322 |
548.1 |
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