RIA Intel›Advisers›California›PARAGON ASSET MANAGEMENT INC.

PARAGON ASSET MANAGEMENT INC.

Advisory

N·ORINDA, CA

Data as of Feb 17, 2026 · Source: SEC Form ADV

Total AUM
$116M
1-Year AUM Growth
+13.7%
3-Year CAGR
+9.9%
Employees
1
Assets Under Management
Total AUM$116M
Discretionary AUM$116M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients72
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record22
First FilingMar 20, 2001
Latest FilingFeb 17, 2026
🔒 Full AUM trend chart and 22 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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