$115.9M Total AUM
$115.9M Disc. AUM
-- 3Y CAGR
2 Employees
60 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
17 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
See the complete signal summary connected to ember.
Open the full profile to inspect shifts in meridian pioneer.
Open the full profile to inspect shifts in value ridge.
Upgrade to reveal position-level detail across atlas meridian.
Upgrade to reveal position-level detail across unison catalyst.
See the complete signal summary connected to ridge.
See the complete signal summary connected to vital.
Full visibility includes strategy notes for eagle vertex.
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
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |