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Paradox
Paradox is an SEC-registered investment adviser in Newport Beach, CA. It manages approximately $8 million in regulatory assets. The firm has 1 employee and 1...
Paradox
Paradox is an SEC-registered investment adviser in Newport Beach, CA. It manages approximately $8 million in regulatory assets. The firm has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
Scottsdale, AZ, United States
Principals
Alex Ammar
Certified Financial Planner and Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Paradox?
Alex Ammar, CFP, is the founder and sole advisor at Paradox. He personally develops all financial plans and strategies for clients. Ammar previously spent nearly a decade at Merrill Lynch before founding Paradox (per the firm's website).
How does Paradox source proprietary deal flow?
Paradox does not source proprietary deals or investments. The firm avoids investment management entirely, focusing solely on financial planning advice. Clients retain control over their own investment decisions and accounts.
Is Paradox structured as a single family office or does it operate more like a financial planning firm?
Paradox operates as a registered investment advisor (RIA) offering advice-only financial planning, not as a family office. The firm does not manage assets or invest its own capital. Its structure is a single-person practice with a flat-fee model (per the firm's website).
Does Paradox participate in fund commitments or only direct deals?
Paradox does not participate in fund commitments or direct deals. The firm does not invest its own capital or take positions in any investment vehicles. Its sole service is comprehensive financial planning advice for individual households.
What investment stages does Paradox typically target?
Paradox does not target investment stages. The firm's focus is entirely on financial planning for individuals, including retirement planning, debt management, tax efficiency, and estate planning. It has no role in investment selection or asset management.
Which sectors does Paradox explicitly avoid?
Paradox avoids all proprietary investment products, asset management, and product sales. The firm states it does not control client investments nor earn fees from products. Its business model explicitly avoids any conflict of interest from investment recommendations (per the firm's website).
Where does the underlying wealth come from?
Paradox's clients are individuals seeking financial independence within 10 years. The firm does not disclose client wealth origins or names. No information is available about any underlying family fortune or single-family office structure.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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