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Paragon Financial Services

● SEC registered since 2019CRD 164832SEC# 801-117764Richmond, VA
Export (members)
Reg. AUM
$337.4M
Employees
7
Accounts
1,312
Location
Richmond, VA

Paragon Financial Services assets under management

Paragon Financial Services is an SEC-registered investment adviser based in Richmond, VA. The firm has been registered since 2019. It reports $337.4 million in regulatory assets under management and employs 7 people.
www.paragonfinancial.comView on SEC.gov ↗

Paragon Financial Services owners & executives

2 reported
NameTitleOwnershipSince
Simon Vay Woon ControlChief Compliance Officer And PresidentOver 75%2015
Vickie Nmn WoonShareholder10-25%2012

Frequently asked questions

How much does Paragon Financial Services manage?

Paragon Financial Services reports $337.4 million in regulatory assets under management on its Form ADV.

How many employees does Paragon Financial Services have?

Paragon Financial Services reports 7 employees.

Where is Paragon Financial Services located?

Paragon Financial Services is based in Richmond, VA and has been SEC-registered since 2019.

Does Paragon Financial Services disclose fund performance?

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

Contact & registration

Address3761 Westerre Parkway, Suite H, Richmond, VA 23233
Phone804-673-8888
Fax804-673-1009
Office hours8 a.m. To 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$337.4M
Non-discretionary$0
Total (RAUM)$337.4M