Paradigm Advisors, LLC

Paradigm Advisors, LLC (CRD# 114515) is a financial advisory firm headquartered in Dallas, TX. They manage $85,614,462 in 273 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
8111 Preston Road, Suite 575, Dallas, TX 75225
http://www.paradigmadvisors.com
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    273
    ACCOUNTS
  • Average Account Value
    $313,606
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, MI, TX

Financial Advisors at Paradigm Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William Dunk, financial advisor Dallas TX
William K. Dunk
CRD#: 4455858
8111 Preston Road, Suite 575, Dallas, TX 75225

William Dunk (CRD# 4455858) is an Investment Advisor Representative working at Paradigm Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.

2
Michelle Gass, financial advisor Dallas TX
Michelle U. Gass
CRD#: 4455851
8111 Preston Road, Suite 575, Dallas, TX 75225

Michelle Gass (CRD# 4455851) is an Investment Advisor Representative working at Paradigm Advisors, LLC in Dallas, TX and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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