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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Paradigm Investment Advisory LLC
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|---|---|
| CRD # | 334370 |
| SEC # | 801-131802 |
| CIK # | |
| AUM | $182.8 M (2025-04-02) |
| Employees | 4 (50% Investors, 100% Brokers) |
| Phone | 908-450-7402 |
| Address | 1140 US 22 East Bridgewater, NJ 08807 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 22.1 |
| (b) Individuals (high net worth individuals) | 36 | 160.7 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 153 | 182.8 |
| By Discretionary | ||
| Discretionary | 153 | 182.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 153 | 182.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.8 | |
| Total | 153 | 182.8 |
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|---|---|---|
|
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✚
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CA | 0.2 |
|
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OH | 0.2 |
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MS | 0.2 |
|
Diamond Wealth Management LLC
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UT | 0.2 |
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Caitlin John LLC
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MI | 0.2 |
|
Larry Mathis Financial Planning LLC
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AZ | 0.2 |
|
Aegis Wealth Group LLC
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|
UT | 0.2 |
|
Familywealth Asset Management
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|
TX | 0.2 |
|
Plan Life & Wealth Management Inc
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|
CA | 0.2 |
|
Continuity Wealth Management Corp
✚
|
OR | 0.2 |