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PARAMOUNT INVESTMENT ADVISORS
CRD 146217
4315 S LEE STREET, SUITE 400, BUFORD, GA, 30518, United States
Phone
(678) 865-4227
Fax
800-878-0429
Registration
— (—)
Source
State registered
Total AUM
$42.2M
Discretionary AUM
$42.2M
Team
1 total employees; 1 advisory reps; 65 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $23.3M |
| High net worth individuals | 9 | $18.8M |
All web addresses on file
Official SEC filing: View on IAPD