← Tributary

PARADIGM CONSULTING, INC.

UTICA, NY · CRD 144990 · IAPD ↗ · paradigmci.com · 315-797-8400

$168.5MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — PARADIGM CONSULTING, INC. (UTICA, NY) left the SEC roster (was $168.5M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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