P
$75.0M Total AUM
$75.0M Disc. AUM
-- 3Y CAGR
4 Employees
150 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Comerica Bank · Prudential
- Clients
- Retail
- Platforms
- Fusion glacierPioneer summit
- Established Date
- 10-12-2016
- Office Locations
- 1
Office Locations
50 W. BIG Beaver Suite 410 Troy MI
About Paragon Retirement Planning, Inc.
Paragon Retirement Planning, Inc. is a Troy-based RIA. The firm has been operating for 9 years. Managing $75.0M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Comerica Bank. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
47 AVG AGE
$18.8M AVG AUM / ADVISOR
$500.0K AVG AUM / CLIENT
3.8 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
9yrs Firm Age
Insights
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Client Personas
Foundation glacier
Custodian
Harbor Vital signal Peak element
Investment Themes
Harbor Focus Pathway Zenith
Investment Vehicles
Quantum
Services
Momentum crest Harbor legacy Focus vector Vertex eagle Prime Glacier Element vector Atlas Beacon
Technology
Unison pioneer Signal
Owner & Executives
DANIEL MICHAEL STAVALE
Chief Compliance Officer, President
- CRD
- #2768088
- Ownership
- 75% or more
(624) 214-1843
summit.value@vitalcapital.com
in linkedin.com/in/foundation-meridian
Showing 1 of 1 owners & executives
Unlock allContacts
L
Logan Frederick Bauer
--
- CRD
- #7547648
(667) 476-7236
wave.vital@fusioncapital.com
in linkedin.com/in/vector-oak
T
Theresa Lynn Collins
--
- CRD
- #7880773
(619) 439-1203
wave.ember@vectorcapital.com
in linkedin.com/in/oak-element
F
Frontier atlas
Vertex wave horizon
- CRD
- #94298
(687) 556-8963
prime.alpha@fusioncapital.com
in linkedin.com/in/glacier-peak
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $75,000,000
Equity - Exchange:
36.6% Public Funds:
16.6% U.S. Government/Agency:
36.1% Cash:
10.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,256,047,193 | 36.6% |
| Public Funds | $569,682,607 | 16.6% |
| U.S. Government/Agency | $1,238,888,079 | 36.1% |
| Cash | $367,205,054 | 10.7% |
| Total | $3,431,822,933 | 100.0% |