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ARAGON ADVISORS

ARAGON ASSET MANAGEMENT, LLC

CRD 317462

Visit website

1100 OLYMPIC DR, SUITE 104, CORONA, CA, 92881, United States

Phone

951-582-2111

Fax

951-339-3733

Registration

— (—)

Source

State registered

Total AUM

$111K

Discretionary AUM

$111K

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
High net worth individuals11$111K

All web addresses on file

Official SEC filing: View on IAPD