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PARAGON FINANCIAL SERVICES
CRD 164832 · SEC 801-117764
3761 WESTERRE PARKWAY, SUITE H, RICHMOND, VA, 23233, United States
Phone
804-673-8888
Fax
804-673-1009
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$383.7M
Discretionary AUM
$383.7M
Team
7 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingADVISORY CONSULTING, SUB-ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 432 | $93.8M |
| High net worth individuals | 297 | $271.7M |
| Pension/profit sharing plans | 2 | $970K |
| Charitable organizations | 5 | $4.7M |
| Corporations/business entities | 2 | $12.6M |
States served
LA, NJ, NY, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD