Paradigm Consulting, Inc.

Paradigm Consulting, Inc. (CRD# 144990) is a financial advisory firm headquartered in Utica, NY. They manage $87,564,566 in 376 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
133 Business Park Drive, Utica, NY 13502
http://www.paradigmci.com
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $232,884
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, PA, TX

Financial Advisors at Paradigm Consulting, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Janice Williams, financial advisor Utica NY
Janice P. Williams
CRD#: 1901772
133 Business Park Drive, Utica, NY 13502
96
Wealthminder
score

Janice Williams (CRD# 1901772) is an Investment Advisor Representative working at Paradigm Consulting, Inc. in Utica, NY and has over 29 years of experience in the finance industry.

2
Gary Casab, financial advisor Utica NY
Gary G. Casab
CRD#: 2887178
133 Business Park Drive, Utica, NY 13502
93
Wealthminder
score

Gary Casab (CRD# 2887178) is an Investment Advisor Representative working at Paradigm Consulting, Inc. in Utica, NY and has over 20 years of experience in the finance industry.

3
Amy Mielnicki, financial advisor Utica NY
Amy L. Mielnicki
CRD#: 2105349
133 Business Park Drive, Utica, NY 13502
93
Wealthminder
score

Amy Mielnicki (CRD# 2105349) is an Investment Advisor Representative working at Paradigm Consulting, Inc. in Utica, NY and has over 26 years of experience in the finance industry.

4
Laurie Schoen, financial advisor Utica NY
Laurie A. Schoen
CRD#: 2105347
133 Business Park Drive, Utica, NY 13502
93
Wealthminder
score

Laurie Schoen (CRD# 2105347) is an Investment Advisor Representative working at Paradigm Consulting, Inc. in Utica, NY and has over 26 years of experience in the finance industry.

5
Sarah Militano, financial advisor Utica NY
Sarah A. Militano
CRD#: 6062414
133 Business Park Drive, Utica, NY 13502
90
Wealthminder
score

Sarah Militano (CRD# 6062414) is an Investment Advisor Representative working at Paradigm Consulting, Inc. in Utica, NY and has over 5 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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