Paradigm Investment Advisory, LLC

RIASEC Registered
Total AUM
$425M
Discretionary
$425M
100% of AUM
Avg account
$659K
Accounts
645
Employees
9
Advisory reps
10

Firm details

Headquarters
Bridgewater, New Jersey
CRD number
334370
Registered since
January 10, 2025
Custodians
LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals56.1%
  • HNWI36.24%
  • Charitable Organizations7.66%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Paradigm Investment Advisory, LLC is an independent, SEC-registered investment adviser (SEC registration year: 2025) that serves both individual/family and institutional clients. The firm operates as a capital allocator and provides a mix of services including financial planning, portfolio management for individuals and small businesses, selection of third‑party investment advisers, and educational seminars or workshops. Compensation arrangements include asset‑based fees as well as hourly and fixed‑fee engagements. Paradigm is not an active ESG investor and does not report multi‑state adviser status in this dataset.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 30%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%, Cash & Cash Equivalents 1%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities30%
  • US Government Bonds1%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

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Contacts

FINTRX

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

Bridgewater, NJ

Somerset

Location

Bridgewater, NJ

Headquartered in Bridgewater, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Somerset
Address
1140 22
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth