Paragon Investing, LLC

Paragon Investing, LLC (CRD# 310897) is a financial advisory firm headquartered in , . They manage $65,847,000 in 276 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.paragoninvesting.com
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $238,576
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Paragon Investing, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Corey Wangler, financial advisor Royal Oak MI
Corey W. Wangler
CRD#: 6954336
Royal Oak, MI

Corey Wangler (CRD# 6954336) is an Investment Advisor Representative working at Paragon Investing, LLC in Royal Oak, MI and has over 6 years of experience in the finance industry.

2
Jonathan Carender, financial advisor Royal Oak MI
Jonathan E. Carender
CRD#: 7297163
Royal Oak, MI

Jonathan Carender (CRD# 7297163) is an Investment Advisor Representative working at Paragon Investing, LLC in Royal Oak, MI and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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