Paradigm Financial Partners is an investment advisor in Westport with $796.79 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
823880559
SEC advisor number
801-112426
FINRA CRD number
292182
AUM ?
$613.56 mm
(as of 13 Mar 23)
Accounts
898
(as of 13 Mar 23)
Employees
17
(4 investment advisory or research)
Address
Paradigm Financial Partners
315 POST ROAD WEST
WESTPORT
CT 06880
315 POST ROAD WEST
WESTPORT
CT 06880
Phone
2032213085
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22