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PARAGON PRIVATE WEALTH MANAGEMENT LLC

Tel: 859-300-3985
300 West Vine Street
Suite 2201
Lexington, Kentucky  40507

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PARAGON PRIVATE WEALTH MANAGEMENT LLC

PARAGON PRIVATE WEALTH MANAGEMENT LLC is a Lexington, Kentucky based financial advisory firm with nearly $283,043,282 in assets under management and provides investment advisory services for 630 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

312817

SEC#:

801-120682

No. of Clients:

630

Assets under Management

$283,043,282

No. of Advisors:

5

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