Paragon Asset Management Inc.
Paragon Asset Management Inc. (CRD# 107863) is a financial advisory firm headquartered in Orinda, CA. They manage $101,323,696 in 121 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Paragon Asset Management Inc.
By the Numbers
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Total Assets Under Management101MILLION
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Total Number of Accounts121ACCOUNTS
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Average Account Value$837,386
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Paragon Asset Management Inc.
1
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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