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 an individually owned limited liability company that operates as an institutional registered investment adviser and positions itself as a capital allocator. The firm’s listed business activities identify it as an accountant by trade and its advisory activity is primarily the selection of other advisers, which suggests a manager-of-managers or allocation role rather than direct, hands-on portfolio management. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not classified as a pension consultant or related adviser. Fee arrangements are recorded as “Other,” and the SEC registration year is not provided.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Seema Jain

    Seema Jain

    Founder and Managing PartnerCRD 5811488

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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