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).
Current Firm Details
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts4ACCOUNTS
-
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
Registered Investment Advisor
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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