Paragon Financial Partners, Inc.
● SEC registered since 2011CRD 158041SEC# 801-72424Woodland Hills, CA
Reg. AUM
$329.6M
Employees
2
Accounts
513
Location
Woodland Hills, CA
Paragon Financial Partners, Inc. assets under management
Paragon Financial Partners, Inc. is an investment advisory firm registered with the SEC based in Woodland Hills, CA. The firm has been registered since 2011. It reports $329.6 million in regulatory assets under management and employs 2 people.
Paragon Financial Partners, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Evan Floyd Shorten Control | President And Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Paragon Financial Partners, Inc. manage?
Paragon Financial Partners, Inc. reports $329.6 million in regulatory assets under management on its Form ADV.
How many employees does Paragon Financial Partners, Inc. have?
Paragon Financial Partners, Inc. reports 2 employees.
Where is Paragon Financial Partners, Inc. located?
Paragon Financial Partners, Inc. is based in Woodland Hills, CA and has been SEC-registered since 2011.
Does Paragon Financial Partners, Inc. disclose fund performance?
Paragon Financial Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5850 Canoga Avenue, Suite 400, Woodland Hills, CA 91367 |
| Phone | 310-557-1515 |
| Fax | 310-943-2615 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1910845 |
| Discloses disciplinary history | No |
Regulatory AUM
$329.6M▼ 2%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$329.6Mregulatory AUM
Discretionary $267.1MNon-discretionary $62.5M