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Paragon Financial Partners, Inc.

● SEC registered since 2011CRD 158041SEC# 801-72424Woodland Hills, CA
Export (members)
Reg. AUM
$336.8M
Employees
2
Accounts
523
Location
Woodland Hills, CA

Paragon Financial Partners, Inc. assets under management

Paragon Financial Partners, Inc. is an investment advisory firm registered with the SEC based in Woodland Hills, CA. The firm has been registered since 2011. It reports $336.8 million in regulatory assets under management and employs 2 people.
www.paragonpodcast.comView on SEC.gov ↗

Paragon Financial Partners, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Evan Floyd Shorten ControlPresident And Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Paragon Financial Partners, Inc. manage?

Paragon Financial Partners, Inc. reports $336.8 million in regulatory assets under management on its Form ADV.

How many employees does Paragon Financial Partners, Inc. have?

Paragon Financial Partners, Inc. reports 2 employees.

Where is Paragon Financial Partners, Inc. located?

Paragon Financial Partners, Inc. is based in Woodland Hills, CA and has been SEC-registered since 2011.

Does Paragon Financial Partners, Inc. disclose fund performance?

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

Contact & registration

Address5850 Canoga Avenue, Suite 400, Woodland Hills, CA 91367
Phone310-557-1515
Fax310-943-2615
Office hours9:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1910845
Discloses disciplinary historyNo

Assets under management

Discretionary$227.6M
Non-discretionary$109.2M
Total (RAUM)$336.8M