$115.9M Total AUM
$115.9M Disc. AUM
-- 3Y CAGR
2 Employees
60 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Optima
- Established Date
- 09-01-2005
- Office Locations
- 1
Office Locations
15 Altarinda Road, Suite 205 Orinda CA
About Paragon Asset Management Inc.
Paragon Asset Management Inc. (est. 1991) is an Orinda, CA RIA providing personalized portfolio design, mutual fund analysis, and active management of diversified mutual-fund portfolios tailored to investor goals. Retail-focused and typically custodying with Charles Schwab, the firm emphasizes hands-on portfolio construction and ongoing monitoring.
Team overview
-- AVG AGE
$115.9M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
16.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Prime Frontier
Client Personas
Ridge optima
Investment Themes
Foundation oak Catalyst insight Radial peak
Investment Vehicles
Ridge
Services
Quantum radial Peak Pathway optima
Technology
Vector alpha
Owner & Executives
E
EUGENE YUNG CHING CHOW
Chief Compliance Officer, President
- CRD
- #722969
- Ownership
- 75% or more
(374) 570-4952
crest.zenith@insightcapital.com
in linkedin.com/in/frontier-crest
L
LINDA MARIE LEE
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
(371) 670-9441
harbor.pioneer@elementcapital.com
in linkedin.com/in/delta-focus
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,870,556 | $1,931,176 |
| Non-Discretionary | $0 | -- |
| Total | $115,870,556 | $1,931,176 |
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Separately Managed Accounts
Total SMA Asset: $115,870,556
Public Funds:
23.8% Cash:
46.8% Equity - Exchange:
29.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,124,394,044 | 23.8% |
| Cash | $4,177,379,884 | 46.8% |
| Equity - Exchange | $2,624,251,465 | 29.4% |
| Total | $8,926,025,393 | 100.0% |