Paragon Financial Partners

Paragon Financial Partners (CRD# 158041) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $263,855,019 in 479 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5850 Canoga Avenue, Suite 400, Woodland Hills, CA 91367
http://www.paragonpodcast.com
By the Numbers
  • Total Assets Under Management
    264
    MILLION
  • Total Number of Accounts
    479
    ACCOUNTS
  • Average Account Value
    $550,846
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
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, TX

Financial Advisors at Paragon Financial Partners
Showing 1 - 2 of 2 top financial advisors.
1
Elean Mendoza, financial advisor Woodland Hills CA
Elean M. Mendoza
CRD#: 5747083
5850 Canoga Avenue, Suite 400, Woodland Hills, CA 91367

Elean Mendoza (CRD# 5747083) is an Investment Advisor Representative working at Paragon Financial Partners in Woodland Hills, CA and has over 12 years of experience in the finance industry.

2
Evan Shorten, financial advisor Woodland Hills CA
Evan F. Shorten
CRD#: 2844733
5850 Canoga Avenue, Suite 400, Woodland Hills, CA 91367

Evan Shorten (CRD# 2844733) is an Investment Advisor Representative working at Paragon Financial Partners in Woodland Hills, CA and has over 25 years of experience in the finance industry. Evan Shorten has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals