# Paragon Financial Partners

Paragon Financial Partners is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/paragon-financial-partners

## Regulatory record

- **CRD number:** 158041
- **SEC file number:** 801-72424
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158041

## About

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.

## 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.

## Related profiles

- [Long Wharf Capital](https://altss.com/profile/long-wharf-capital-llc)
- [Season Investments](https://altss.com/profile/season-investments-llc)

---

Last updated: 2026-07-06T01:24:22.882Z

Canonical page: https://altss.com/profile/paragon-financial-partners

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology