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).
Total Assets Under Management9MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$1,305,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Thomas Bunyavanich (CRD# 4569502) is an Investment Advisor Representative working at Paragon Index LLC in San Francisco, CA and has over 15 years of experience in the finance industry.