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Paradise Advisor Group LLC

Paradise Advisor Group LLC. CRD 332698

Paradise Advisor Group LLC logo

CRD: 332698

Paradise Advisor Group LLC

Portland, OR
7868830835
paradiseadvisorgroup.com
$8.0M Total AUM
$8.0M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท LPL Financial
Clients
Retail
Platforms
Signal vertexElement
Established Date
11-26-2024
Office Locations
1

Office Locations

-- Portland OR

About Paradise Advisor Group LLC

Paradise Advisor Group is an independent RIA serving individuals & families, business owners, real estate investors, and trusts/foundations with wealth management, investment management, financial planning, tax and estate strategies, insurance, and real estate consulting. The firm also partners with independent fiduciary advisors, providing technology and back-office support with no minimums or sales requirements. Portfolios are largely implemented with ETFs and public funds; works with Schwab and LPL.

Team overview

40 AVG AGE
$8.0M AVG AUM / ADVISOR
$400.0K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Matrix ember Vital Matrix unison Oak Glacier vector Eagle North north

Client Personas

Pioneer momentum Pathway Quantum

Custodian

Vital Capital focus Alpha crest Catalyst Signal Ember prime Crest Peak insight Signal vital Signal

Investment Themes

Zenith unison Vertex Focus North North foundation Fusion Wave Matrix bridge Vertex beacon

Investment Vehicles

Value radial Radial Peak alpha

Services

Pathway Vertex ember Legacy ember Vertex catalyst Pioneer vital Wave bridge Frontier bridge Meridian horizon Vertex Optima Insight horizon Horizon oak Foundation Focus eagle Value Delta

Technology

Unison eagle Quantum

Owner & Executives

J

JEFFREY JACKSON DUNN-BERNSTEIN

Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL, WEALTH ADVISOR

CRD
#6254121
Ownership
Less than 5%
(336) 624-2508
atlas.capital@optimacapital.com
in linkedin.com/in/peak-foundation

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $8,000,000 --
Non-Discretionary $0 --
Total $8,000,000 --

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Separately Managed Accounts

Total SMA Asset: $8,000,000

$8.0M Total SMA
Equity - Exchange:
36.8%
Public Funds:
63.2%
Asset class Assets Assets %
Equity - Exchange $496,944,830 36.8%
Public Funds $853,448,729 63.2%
Total $1,350,393,559 100.0%

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