Paragon East Advisors

Paragon East Advisors (CRD# 226749) is a financial advisory firm headquartered in Lafayette, CA. They manage $2,200,000 in 4 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $550,000
Compensation Options
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • 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.

CA, CO

Financial Advisors at Paragon East Advisors
No Advisor Found.
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