PARAGON ADVISORS, LLC

HTTPS://PLUS.GOOGLE.COM/107424098309460313072 COLLEGE STATION, TX How do I update this listing?

Paragon Advisors is based out of College Station. Paragon Advisors is a large advisory firm with 287 clients and discretionary assets under management (AUM) of $242,320,471 (Form ADV from 2019-08-08). Their last reported 13F filing for Q4 2019 included $92,660,000 in managed 13F securities and a top 10 holdings concentration of 59.75%. Paragon Advisors's largest holding is JPMorgan Ultra-Short Income ETF with shares held of 265,495. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

PARAGON FINANCIAL ADVISORS
215 ROCK PRAIRIE RD.
COLLEGE STATION TX    77845
Country: United States

Business Phone: 979-693-3907
Fax: 979-693-6198
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TX
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 287
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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