Paradigm Consulting, Inc.

Paradigm Consulting, Inc. (CRD# 144990) is a financial advisory firm headquartered in Utica, NY. They manage $440,250,117 in 620 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
133 Business Park Drive, Utica, NY 13502
http://www.paradigmci.com
By the Numbers
  • Total Assets Under Management
    440
    MILLION
  • Total Number of Accounts
    620
    ACCOUNTS
  • Average Account Value
    $710,081
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, NY, OH, TX

Financial Advisors at Paradigm Consulting, Inc.
No Advisor Found.

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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