Paragon Asset Management Inc.
● SEC registered since 2025CRD 107863SEC# 801-131994Orinda, CA
Reg. AUM
$115.9M
Employees
2
Accounts
60
Location
Orinda, CA
Paragon Asset Management Inc. assets under management
Paragon Asset Management Inc. is a registered investment adviser overseen by the SEC based in Orinda, CA. The firm has been registered since 2025. It reports $115.9 million in regulatory assets under management and employs 2 people.
Paragon Asset Management Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eugene Yung Ching Chow Control | President, Chief Compliance Officer | Over 75% | 1989 |
| Linda Marie Lee Control | Chief Financial Officer | Under 5% | 2005 |
Frequently asked questions
How much does Paragon Asset Management Inc. manage?
Paragon Asset Management Inc. reports $115.9 million in regulatory assets under management on its Form ADV.
How many employees does Paragon Asset Management Inc. have?
Paragon Asset Management Inc. reports 2 employees.
Where is Paragon Asset Management Inc. located?
Paragon Asset Management Inc. is based in Orinda, CA and has been SEC-registered since 2025.
Does Paragon Asset Management Inc. disclose fund performance?
Paragon Asset Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15 Altarinda Road, Suite 205, Orinda, CA 94563 |
| Phone | 510-550-7288 |
| Fax | 510-550-7288 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$115.9M▲ 5%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$115.9Mregulatory AUM
Discretionary $115.9M