Allocator Index · CRD 312817
PARAGON PRIVATE WEALTH MANAGEMENT LLC
Lexington, KY · 859-300-3985 · paragonmgmt.com
Fit score
54
- aum $250M-$3.0B+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
85
Other individuals
82
HNW assets
$398.2M
Total AUM
$457.9M
Employees
6
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.