William Bruen Jr

Paradigm Investment Advisory, LLC

46 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Paradigm Investment Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

102 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$182.8M

Fee Structure

Location

1140 Us 22 East, Suite 105, Bridgewater, NJ, 08807

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

William operates under several DBAs for his LPL business: Bruen Wealth, Bruen Wealth Management, and Paradigm Wealth Management. He is also a Registered Investment Advisor providing investment advisory services through Paradigm Advisor Group, LLC, dedicating full-time hours to this activity, and spends minimal time as a Notary in New Jersey.