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| Happy Holidays!! thanks for using AUM13F!! |
| Paragon Financial Services
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| CRD # | 164832 |
| SEC # | 801-117764 |
| CIK # | |
| AUM | $337.4 M (2025-07-01) |
| Employees | 7 (57% Investors, 43% Brokers) |
| Phone | 804-673-8888 |
| Address | 3761 Westerre Parkway Richmond, VA 23233 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 431 | 86.7 |
| (b) Individuals (high net worth individuals) | 278 | 232.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.7 |
| (h) Charitable organizations | 5 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 12.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,312 | 337.4 |
| By Discretionary | ||
| Discretionary | 1,312 | 337.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,312 | 337.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 337.4 | |
| Total | 1,312 | 337.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IDB LIDO Wealth LLC
✚
|
NY | 0.3 |
|
Flywheel Private Wealth LLC
✚
|
CA | 0.3 |
|
The Pitti Group Wealth Management LLC
✚
|
NY | 0.3 |
|
Interactive Financial Advisors Inc
✚
|
IL | 0.3 |
|
Beacon Investment Advisors LLC
✚
|
MD | 0.3 |
|
Garrison Point Capital LLC
✚
|
CA | 0.3 |
|
Waterford Advisors LLC
✚
|
NY | 0.3 |
|
Manners Paul & Associates Inc
✚
|
GA | 0.3 |
|
Bay Harbor Wealth Management LLC
✚
|
MD | 0.3 |
|
Banorte Asset Management Inc
✚
|
TX | 0.3 |