and
About PARADIGM FUNDS ADVISOR LLC
PARADIGM FUNDS ADVISOR LLC is a renowned financial firm dedicated to helping clients achieve their financial goals. With decades of experience in the industry, the team at PARADIGM FUNDS ADVISOR LLC has the expertise and knowledge to provide excellent financial advice and services to clients.
How does the advisor help clients – Key Takeaways:
PARADIGM FUNDS ADVISOR LLC offers a wide range of financial services to assist clients in planning and managing their finances. Some of the key takeaways of their services include:
- Expert financial advice and guidance
- Customized financial plans tailored to individual client needs
- Diverse investment strategies to maximize returns
- Regular portfolio monitoring and adjustments as needed
- Comprehensive solutions for financial challenges and goals
Facts and Insights
PARADIGM FUNDS ADVISOR LLC has a successful track record of helping clients achieve their financial goals. Here are some noteworthy facts and insights about the firm:
- Over $5 billion in assets under management (as of December 2020)
- More than 100 experienced and knowledgeable advisors
- Established in 1986, with over 35 years of experience in the industry
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion (as of December 2020) | 100+ | Over 35 years |
Financial Services Offered
PARADIGM FUNDS ADVISOR LLC provides a comprehensive range of financial services to help clients achieve their financial goals. These services include, but are not limited to:
- Financial planning and analysis
- Investment management
- Tax planning
- Estate planning
- Retirement planning
Client Types
PARADIGM FUNDS ADVISOR LLC works with a diverse range of clients, including individuals, families, and businesses. Their services are tailored to meet the specific needs and goals of each client, regardless of their age, income, or financial background.
Fees & Compensation
PARADIGM FUNDS ADVISOR LLC operates on a fee-based compensation structure. This means that their fees are based on a percentage of the assets under management, rather than commissions on specific products or transactions. This ensures that their clients’ best interests are always the top priority.
Background
PARADIGM FUNDS ADVISOR LLC was founded in 1986 with one mission: to help clients achieve financial success. Over the years, the firm has grown into a reputable name in the financial industry, known for their expertise, integrity, and commitment to client satisfaction.
Financial Advisor Disclosures to Know
As a registered investment advisor, PARADIGM FUNDS ADVISOR LLC is committed to transparency and always acts in the best interests of their clients. However, it is important for clients to be aware of any potential conflicts of interest, which the firm fully discloses in their Form ADV.
Clients can also access their financial advisor’s background and disciplinary history through the SEC’s Investment Advisor Public Disclosure (IAPD) database.