PARADIGM WEALTH MANAGEMENT, LLC
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
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
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