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RIA · CRD 107863SEC-Registered

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Paragon Asset Management Inc.

Paragon Asset Management Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 107863, SEC file 801-131994), with...

Overview

Paragon Asset Management Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 107863, SEC file 801-131994), with its main office in Orinda, California. Its Form ADV filed on 29 September 2026 reports $115.9M in regulatory assets under management across 60 accounts.

General information

Firm type

Registered Investment Adviser

AUM

$115.9M regulatory AUM (Form ADV, September 2026)

Location

Region

North America

Country

United States

City

Orinda

Corporate office

Orinda, CA, United States

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