Paragon Wealth Strategies is an investment advisor in Jacksonville with $530.05 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
30540297
SEC advisor number
801-79640
FINRA CRD number
146543
AUM ?
$456.30 mm
(as of 7 Dec 23)
Accounts
1,501
(as of 7 Dec 23)
Employees
10
(8 investment advisory or research)
Address
Paragon Wealth Strategies
10245 CENTURION PARKWAY NORTH SUITE 106
JACKSONVILLE
FL 32256
10245 CENTURION PARKWAY NORTH SUITE 106
JACKSONVILLE
FL 32256
Phone
9048610093
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22
13F-HR
Quarterly holdings report by institutional manager
29 Oct 21