Paragon Financial Partners
Paragon Financial Partners (CRD# 158041) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $280,943,409 in 528 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management281MILLION
-
Total Number of Accounts528ACCOUNTS
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Average Account Value$532,090
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- 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, TX
Financial Advisors at Paragon Financial Partners
1
Elean Mendoza (CRD# 5747083) is an Investment Advisor Representative working at Paragon Financial Partners in Woodland Hills, CA and has over 14 years of experience in the finance industry.
2
Evan Shorten (CRD# 2844733) is an Investment Advisor Representative working at Paragon Financial Partners in Woodland Hills, CA and has over 27 years of experience in the finance industry.
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