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PARAGON WEALTH MANAGEMENT

Tel: 801-375-2500
3651 North 100 East
Suite 275
Provo, Utah  84604-4557

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PARAGON WEALTH MANAGEMENT

PARAGON WEALTH MANAGEMENT is a Provo, Utah based financial advisory firm with nearly $156,415,896 in assets under management and provides investment advisory services for 434 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 , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Performance Based

Firm CRD#:

105962

SEC#:

801-45326

No. of Clients:

434

Assets under Management

$156,415,896

No. of Advisors:

5

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