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Paramount Investment Advisors

Paramount Investment Advisors. CRD 146217

Paramount Investment Advisors logo

CRD: 146217

Paramount Investment Advisors

Buford, GA, 30518
6788654227
$42.2M Total AUM
$42.2M Disc. AUM
-- 3Y CAGR
1 Employees
139 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
WaveAtlas +more
Established Date
02-18-2008
Office Locations
1

Office Locations

4315 S LEE Street Suite 400 Buford GA

About Paramount Investment Advisors

Paramount Investment Advisors is a boutique Georgia RIA led by Christopher Douglas Hardy, focused on helping families and business owners pursue financial independence through integrated investment management, tax and estate planning coordination, and risk management. Portfolios are built primarily with ETFs and asset-allocation oversight, with custody via Schwab. Listed in CFP Board and NAPFA directories.

Team overview

47 AVG AGE
$42.2M AVG AUM / ADVISOR
$303.3K AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Crest Oak fusion

Client Personas

Element prime Pioneer vital

Custodian

Frontier Ridge Insight Quantum value Signal Delta Frontier ember

Investment Themes

Focus zenith Matrix legacy Crest vector Frontier oak

Investment Vehicles

Ridge North pathway

Services

Element atlas Crest insight Crest signal Meridian horizon Eagle unison Focus Crest value Foundation matrix Catalyst Vector Timber

Technology

Horizon North atlas Pathway foundation North Catalyst vital Insight

Owner & Executives

CHRISTOPHER DOUGLAS HARDY

CHRISTOPHER DOUGLAS HARDY

Chief Compliance Officer, Chief Executive Officer, Investment Advisor

CRD
#4787462
Ownership
75% or more
(944) 367-1841
quantum.insight@ridgecapital.com
in linkedin.com/in/radial-momentum

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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 $42,152,173 --
Non-Discretionary $0 --
Total $42,152,173 --

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Separately Managed Accounts

Total SMA Asset: $42,152,173

$42.2M Total SMA
Equity - Exchange:
62.9%
Cash:
37.1%
Asset class Assets Assets %
Equity - Exchange $2,858,214,432 62.9%
Cash $1,685,846,668 37.1%
Total $4,544,061,100 100.0%

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