Paradise Advisor Group LLC
RIAState Registered
Total AUM
$8M
Discretionary
$8M
100% of AUM
Avg account
$222K
Accounts
36
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 332698
- Website
- paradiseadvisorgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals77.75%
- HNWI22.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Paradise Advisor Group LLC is an independent, state-registered advisory firm organized as an LLC that serves individual and family clients. The firm bills on a percentage-of-AUM basis and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. It is registered to do business in Oregon and Washington and is affiliated with an insurance company for industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds39%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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