Paragon Asset Management Inc.
Paragon Asset Management Inc. is an SEC-registered ria in Orinda, CA with $115.9M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Paragon Asset Management Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107863, SEC 801-131994, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $115.9M (2026-02-17)
- Firm type
- Ria
- Location
- Orinda, CA
- Employees
- 2
- Clients
- 60
- CRD
- 107863
- Ownership
- LEE, LINDA, MARIE; TARAVELLA, ROBERT, JOHN; CHOW, EUGENE, YUNG CHING
How much AUM does Paragon Asset Management Inc. have?
Paragon Asset Management Inc. reported $115.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Paragon Asset Management Inc.?
Disclosed owners and executives of Paragon Asset Management Inc. include LEE, LINDA, MARIE, TARAVELLA, ROBERT, JOHN, CHOW, EUGENE, YUNG CHING. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.