Paragon Financial Partners is an investment advisor in Woodland Hills with $263.86 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
452404043
SEC advisor number
801-72424
FINRA CRD number
158041
AUM ?
$280.94 mm
(as of 20 Mar 24)
Accounts
528
(as of 20 Mar 24)
Employees
2
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22