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PARAGON INVESTING, LLC
CRD 310897 · SEC 801-135752
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$138.2M
Discretionary AUM
$82.9M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $37.3M |
| High net worth individuals | 62 | $96.2M |
| Other investment advisers | 5 | $4.0M |
| Corporations/business entities | 4 | $700K |
States served
CA, LA, MI, MO, TX
All web addresses on file
Official SEC filing: View on IAPD