Investment adviser · CRD 107486
PARAGON CAPITAL MANAGEMENT
Investment adviser filing (IA)
PARAGON CAPITAL MANAGEMENT CORP
SMITHTOWN, NY, United States · Form ADV filed Apr 13, 2017
- Regulatory AUM
- $15M Form ADV · Item 5.F
- Client accounts
- 112 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 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: Apr 13, 2017. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
10 EDGEWOOD AVENUESMITHTOWN, NY, 11787, United States
CRD 107486
Filing source
Form ADV 1107193 · Apr 13, 2017 · 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.