PARADIGM WEALTH MANAGEMENT, LLC - Financial Advisor in Ohio, Westlake

Tel: 440-892-5900 159 Crocker Park Blvd Suite 100 Westlake, Ohio 44145-8147

About PARADIGM WEALTH MANAGEMENT, LLC

PARADIGM WEALTH MANAGEMENT, LLC is a Westlake, Ohio based financial advisory firm with nearly $347,900,000 in assets under management and provides investment advisory services for 823 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

148662

Firm SEC#:

801-69719

Assets Under Management:

$347,900,000

No. of Clients:

823

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Other (SELECTION OF OTHER THIRD PARTY MONEY MANAGERS (ADVISORS))

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