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