Overview
Assets Under Management: $466 million
Headquarters: COVINGTON, LA
High-Net-Worth Clients: 30
Average Client Assets: $13 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.31
Average High-Net-Worth Client Assets: $13 million
Total Client Accounts: 403
Discretionary Accounts: 304
Non-Discretionary Accounts: 99
Regulatory Filings
CRD Number: 158200
Last Filing Date: 2025-01-30 00:00:00
Website: https://www.facebook.com/paradiemUS/