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Paragon Asset Management Inc.

● SEC registered since 2025CRD 107863SEC# 801-131994Orinda, CA
Export (members)
Reg. AUM
$115.9M
Employees
2
Accounts
60
Location
Orinda, CA

Paragon Asset Management Inc. assets under management

Paragon Asset Management Inc. is a registered investment adviser overseen by the SEC based in Orinda, CA. The firm has been registered since 2025. It reports $115.9 million in regulatory assets under management and employs 2 people.
www.paragonam.comView on SEC.gov ↗

Paragon Asset Management Inc. owners & executives

2 reported
NameTitleOwnershipSince
Eugene Yung Ching Chow ControlPresident, Chief Compliance OfficerOver 75%1989
Linda Marie Lee ControlChief Financial OfficerUnder 5%2005

Frequently asked questions

How much does Paragon Asset Management Inc. manage?

Paragon Asset Management Inc. reports $115.9 million in regulatory assets under management on its Form ADV.

How many employees does Paragon Asset Management Inc. have?

Paragon Asset Management Inc. reports 2 employees.

Where is Paragon Asset Management Inc. located?

Paragon Asset Management Inc. is based in Orinda, CA and has been SEC-registered since 2025.

Does Paragon Asset Management Inc. disclose fund performance?

Paragon Asset Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15 Altarinda Road, Suite 205, Orinda, CA 94563
Phone510-550-7288
Fax510-550-7288
Office hours9 a.m. - 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$115.9M
Non-discretionary$0
Total (RAUM)$115.9M