Axiom Paragon Services LLC
Firm details
- Headquarters
- Temple Terrace, Florida
- CRD number
- 332300
- Website
- www.axiomservices.ai
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Seema Jain
Founder and Managing PartnerCRD 5811488
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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