Axiom Paragon Services LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Temple Terrace, Florida
CRD number
332300
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Axiom Paragon Services LLC is organized as a limited liability company that operates as an institutional RIA and describes itself as a capital allocator. The firm’s stated business activity is accounting, and its advisory role centers on the selection of other advisers rather than running a broad retail advisory platform. FINTRX flags the firm as owner-operated by an individual and notes it is not an active ESG investor, not a multi-state adviser, and not a pension consultant. Fee arrangements are listed as "Other," implying non-standard or bespoke fee structures for whatever advisory or accounting services it provides.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Seema Jain

    Seema Jain

    Founder and Managing PartnerCRD 5811488

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Temple Terrace, FL

Hillsborough

Location

Temple Terrace, FL

Headquartered in Temple Terrace, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
13238 Telecom Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth