Paragon Index LLC

Paragon Index LLC (CRD# 132207) is a financial advisory firm headquartered in San Mateo, CA. They manage $9,135,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $1,305,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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
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

Financial Advisors at Paragon Index LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Bunyavanich
CRD#: 4569502
268 Bush St, 3145, San Francisco, CA 94104
93
Wealthminder
score

Thomas Bunyavanich (CRD# 4569502) is an Investment Advisor Representative working at Paragon Index LLC in San Francisco, CA and has over 14 years of experience in the finance industry.

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