Paragon Asset Management Inc.

Paragon Asset Management Inc. (CRD# 107863) is a financial advisory firm headquartered in Orinda, CA. They manage $61,075,233 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $469,809
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA

Financial Advisors at Paragon Asset Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Eugene Y. Chow
CRD#: 722969
15 Altarinda Road, Suite 205, Orinda, CA 94563
90
Wealthminder
score

Eugene Chow (CRD# 722969) is an Investment Advisor Representative working at Paragon Asset Management Inc. in Orinda, CA and has 1 year of experience in the finance industry.

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