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PARAGON ASSET MANAGEMENT INC.
CRD 107863 · SEC 801-131994
15 ALTARINDA ROAD, SUITE 205, ORINDA, CA, 94563, United States
Phone
510-550-7288
Fax
510-550-7288
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$115.9M
Discretionary AUM
$115.9M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $12.0M |
| High net worth individuals | 28 | $103.2M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD