|
⚲
|
| Paragon Investing LLC
✚
|
|
|---|---|
| CRD # | 310897 |
| SEC # | 801-135752 |
| CIK # | |
| AUM | $138.2 M (2026-05-21) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 734-649-6710 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 37.3 |
| (b) Individuals (high net worth individuals) | 62 | 96.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 5 | 4.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 445 | 138.2 |
| By Discretionary | ||
| Discretionary | 312 | 82.9 |
| Non-Discretionary | 133 | 55.3 |
| Total | 445 | 138.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.2 | |
| Total | 445 | 138.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Advantage Investing Inc
✚
|
FL | 0.1 |
|
Blair Hall Advisors LLC
✚
|
0.1 | |
|
Saratoga Capital Management LLC
✚
|
AZ | 0.1 |
|
Wynwood Capital LLC
✚
|
0.1 | |
|
Investment & Retirement Advisors LLC
✚
|
TN | 0.1 |
|
Calamita Wealth Management Inc
✚
|
NC | 0.1 |
|
Landolt Securities Inc
✚
|
IL | 0.1 |
|
Ashbay Capital LLC
✚
|
NY | 0.1 |
|
FIEN Capital Management LLC
✚
|
NY | 0.1 |
|
Korving & Company LLC
✚
|
VA | 0.1 |