Paragon Financial Partners
Firm details
- Headquarters
- Woodland Hills, California
- CRD number
- 158041
- Registered since
- June 13, 2011
- Website
- paragonfinancialpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.51%
- Individuals3.43%
- Corporations / Businesses0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Paragon Financial Partners is an independent, individually owned registered investment adviser that has been SEC-registered since 2011. The firm serves primarily individuals and families and offers a mix of fee arrangements (percentage of AUM, hourly charges, and fixed fees). Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutional/business clients. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents17%
- US Government Bonds5%
- Private Funds3%
Contacts
2 of 2
Evan Shorten
Founder & PrincipalCRD 2844733
Elean Mendoza
Financial PlannerCRD 5747083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$135M in ETFs
83%
$112M
4%
$22.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $24.2M | 32,376 | 17.95% |
Location
Woodland Hills, CA
Los Angeles
Location
Woodland Hills, CA
Headquartered in Woodland Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 5850 Canoga Ave
- Time zone
- PT (UTC-8)
- Office locations
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