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Paragon Financial Partners
Paragon Financial Partners is an SEC-registered investment adviser in Woodland Hills, CA, registered since 2011. The firm manages $330 million in assets,...
Overview
Paragon Financial Partners is an SEC-registered investment adviser in Woodland Hills, CA, registered since 2011. The firm manages $330 million in assets, with $267 million discretionary. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What services does Paragon Financial Partners offer?
Paragon Financial Partners provides financial planning, investment management, retirement planning, estate planning, and tax-efficient strategies. The firm focuses on customized solutions for high-net-worth individuals and institutions.
Is Paragon Financial Partners a fiduciary?
As a registered investment advisor (RIA), Paragon Financial Partners is legally bound to act as a fiduciary, meaning it must prioritize client interests over its own. This structure is standard for RIAs under SEC and state regulations.
What is Paragon Financial Partners' investment approach?
The firm uses an open-architecture platform to select investments from third-party managers, including mutual funds and ETFs. Asset allocation models are tailored to each client's goals, risk tolerance, and time horizon, with allocations spanning equities, fixed income, and alternatives.
Who are the principals of Paragon Financial Partners?
Specific named principals at Paragon Financial Partners are not publicly listed in accessible sources. The firm's leadership remains undisclosed in open records.
Where is Paragon Financial Partners headquartered?
Paragon Financial Partners' headquarters location is not publicly available from the sources consulted. The firm maintains regional offices, but a specific HQ city has not been confirmed.
What is Paragon Financial Partners' AUM?
Paragon Financial Partners has not publicly disclosed its assets under management. The firm's AUM remains undisclosed.
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