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PARAGON FINANCIAL PARTNERS
PARAGON FINANCIAL PARTNERS, INC.
CRD 158041 · SEC 801-72424
5850 CANOGA AVENUE, SUITE 400, WOODLAND HILLS, CA, 91367, United States
Phone
310-557-1515
Fax
310-943-2615
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$329.6M
Discretionary AUM
$267.1M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)TRUST ADMINISTRATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $11.3M |
| High net worth individuals | 85 | $318.1M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD