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PARAGON RETIREMENT PLANNING, INC.
CRD 284630
50 W BIG BEAVER RD, STE. 410, TROY, MI, 48084, United States
Phone
248-457-4570
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$75.0M
Discretionary AUM
$75.0M
Team
4 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $50.0M |
| High net worth individuals | 30 | $25.0M |
All web addresses on file
Official SEC filing: View on IAPD