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).

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.
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