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PARAGON ASSET MANAGEMENT INC.

ORINDA, CA · CRD 107863 · IAPD ↗ · paragonam.com · 510-550-7288

$115.9MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2025 — PARAGON ASSET MANAGEMENT INC. (ORINDA, CA) is newly SEC-registered with $110.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.