Paramount Associates, LLC

Paramount Associates, LLC (CRD# 288537) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $101,659,790 in 582 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
6400 S. Fiddlers Green Circle #1310, Greenwood Village, CO 80111
https://www.paramountassoc.com/
By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    582
    ACCOUNTS
  • Average Account Value
    $174,673
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, NJ, NY, TX, WI

Financial Advisors at Paramount Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew Klein, financial advisor Greenwood Village CO
Andrew A. Klein
CRD#: 1308591
6400 S. Fiddlers Green Circle #1310, Greenwood Village, CO 80111

Andrew Klein (CRD# 1308591) is an Investment Advisor Representative working at Paramount Associates, LLC in Greenwood Village, CO and has over 39 years of experience in the finance industry.

2
Robert Tremlett, financial advisor Greenwood Village CO
Robert S. Tremlett
CRD#: 4514583
6400 S. Fiddlers Green Circle #1310, Greenwood Village, CO 80111

Robert Tremlett (CRD# 4514583) is an Investment Advisor Representative working at Paramount Associates, LLC in Greenwood Village, CO and has over 22 years of experience in the finance industry.

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.

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