Paragon Advisors

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

215 Rock Prairie Rd, College Station, Te...

Phone Number

(979) 693-3907

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
2
1
2
1

About Paragon Advisors

Paragon Financial Advisors is an independent Registered Investment Advisor (RIA) based in College Station, Texas, providing fee-only wealth management and financial planning services to high net-worth clients and institutions across the United States. Founded in 2007, the firm emphasizes a fiduciary approach, aligning the interests of advisors and clients by only charging asset management fees without selling products or earning commissions. With over $800 million in assets under management and a highly credentialed team of advisors, Paragon focuses on comprehensive financial planning and customized investment management tailored to individual client needs. They serve clients by simplifying financial processes, improving communication, and coordinating with other professionals to create and manage personalized investment portfolios.Explore more
Paragon Advisors's Social MediaPopular SearchesParagon Advisors LLCParagon Financial AdvisorsParagon AdvisingParagon Advising Group LPParagon Advising LLCSIC Code 62,628NAICS Code 52,523Show more

Paragon Advisors Org Chart

PhoneEmail
David Hailey, President & Principal at Paragon Advisors
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President & Principal

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Paragon Advisors

<$5M
1-10
Private
-
2000
David Hailey, President & Principal at Paragon Advisors
David HaileyPresident & Principal
$5M
1-10
Private
-
2002
CP
Christina PetnerResearch & Reporting Specialist
<$5M
1-10
Private
-
1987
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
1987
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Paragon Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Paragon Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Paragon Advisors.

Paragon Advisors Tech Stack

A closer look at the technologies used by Paragon Advisors

Top Finance Companies

Frequently Asked Questions Regarding Paragon Advisors

What is Paragon Advisors's official website?
Paragon Advisors's official website is www.paragon-adv.com
What is Paragon Advisors's Revenue?
Paragon Advisors's revenue is <$5 Million
What is Paragon Advisors's SIC code?
Paragon Advisors's SIC: 62,628
What is Paragon Advisors's NAICS code?
Paragon Advisors's NAICS: 52,523
How many employees does Paragon Advisors have?
Paragon Advisors has 1-10 employees
What industry does Paragon Advisors belong to?
Paragon Advisors is in the industry of: Finance, Securities Trading
What is Paragon Advisors competition?
Paragon Advisors top competitors include: Darrow Wealth Management, Carpenter Claydon Advisors, Charles Carroll Financial Partners, Attentive Investment Managers
What technology does Paragon Advisors use?
Some of the popular technologies that Paragon Advisors uses are: WordPress.org, Cloudflare CDN, Google Cloud Web Serving, Google Cloud Platform
How do I contact Paragon Advisors?
Paragon Advisors contact info: Phone number: (979) 693-3907 Website: www.paragon-adv.com
What does Paragon Advisors do?

Paragon Financial Advisors is an independent Registered Investment Advisor (RIA) based in College Station, Texas, providing fee-only wealth management and financial planning services to high net-worth clients and institutions across the United States. Founded in 2007, the firm emphasizes a fiduciary approach, aligning the interests of advisors and... clients by only charging asset management fees without selling products or earning commissions. With over $800 million in assets under management and a highly credentialed team of advisors, Paragon focuses on comprehensive financial planning and customized investment management tailored to individual client needs. They serve clients by simplifying financial processes, improving communication, and coordinating with other professionals to create and manage personalized investment portfolios.Read More

What are Paragon Advisors social media links?
Paragon Advisors Linkedin page Paragon Advisors Twitter page Paragon Advisors Facebook page
Is Paragon Advisors a public company?
Paragon Advisors is private company therefore does not currently have an official ticker symbol
See more information about Paragon Advisors

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