Investment adviser · CRD 171566

PARADIGM WEALTH SERVICES, INC.

Investment adviser filing (IA)

MERIDIAN, ID, United States · Form ADV filed Sep 11, 2014

Regulatory AUM
$25.7M
Form ADV · Item 5.F
Client accounts
141
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 11, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

39 WEST PINE, SUITE 100
MERIDIAN, ID, 83642, United States

CRD 171566

Filing source

Form ADV 843766 · Sep 11, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.