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PARAGON FINANCIAL PARTNERS, INC.

dba PARAGON FINANCIAL PARTNERS · CRD 158041 · Registered Investment Adviser

PARAGON FINANCIAL PARTNERS, INC. is a Registered Investment Adviser headquartered in WOODLAND HILLS, CA. The firm reports $329,584,543 in regulatory assets under management across 513 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$267,052,054
Non-discretionary$62,532,489
Total RAUM$329,584,543
Accounts513

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 158041. adviserinfo.sec.gov/firm/summary/158041.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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