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| Paragon Asset Management Inc
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|
|---|---|
| CRD # | 107863 |
| SEC # | 801-131994 |
| CIK # | |
| AUM | $110.7 M (2025-01-17) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 510-550-7288 |
| Address | 15 Altarinda Road, Suite 205 Orinda, CA 94563 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 16.8 |
| (b) Individuals (high net worth individuals) | 29 | 94.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 72 | 110.7 |
| By Discretionary | ||
| Discretionary | 72 | 110.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 72 | 110.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.7 | |
| Total | 72 | 110.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Connective Portfolio Management LLC
✚
|
NY | 0.1 |
|
Cardinal Retirement Planning Inc
✚
|
0.1 | |
|
Sullivan Financial LLC
✚
|
CT | 0.1 |
|
Dewitt Investment Research & Management Inc
✚
|
PA | 0.1 |
|
Procore Advisors LLC
✚
|
CA | 0.1 |
|
Adirondack Research & Management Inc
✚
|
NY | 0.1 |
|
Gallagher Wealth Management Inc
✚
|
CA | 0.1 |
|
Ellerbrock-Norris Wealth Strategies LLC
✚
|
NE | 0.1 |
|
CLF Asset Management Inc
✚
|
WI | 0.1 |
|
Emerald Asset Management Inc
✚
|
NC | 0.1 |