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PARAGON FINANCIAL PARTNERS

WOODLAND HILLS, CA · CRD 158041 · IAPD ↗ · paragonpodcast.com · 310-557-1515

$329.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2025 — PARAGON FINANCIAL PARTNERS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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