Paradigm Investment Advisory, LLC

Assets Under Management

$182.8M

Number of Clients

102

Number of Advisors

5

Average Client AUM

$1.8M

AUM per Advisor

$36.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Paradigm Investment Advisory offers investment advisory services to individuals, high net worth individuals, families, trusts, estates, charitable organizations and businesses. Services include investment management and financial planning, tailored to each client's goals and risk tolerance. They may use independent managers for certain legacy clients.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Location

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

5 Advisors at this firm