Investment adviser · CRD 106807
PARAGON ADVISORS LLC
Investment adviser filing (IA)
NAPERVILLE, IL, United States · Form ADV filed Feb 7, 2014
- Regulatory AUM
- $183M Form ADV · Item 5.F
- Client accounts
- 1,097 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Private funds & service providers
0 Private fundsThe 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: Feb 7, 2014. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1730 PARK STREET, SUITE 100NAPERVILLE, IL, 60563, United States
CRD 106807
Filing source
Form ADV 785557 · Feb 7, 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.