PARAGON ASSET MANAGEMENT INC.
CRD #107863 SEC #801-131994 ORINDA, CA 510-550-7288
SEC Registered
Total AUM
$110.7M
Discretionary
$110.7M
Employees
2
Clients
0
Accounts
72
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $110.7M | $110.7M | $0 | 2 | 0 |
| May 2012 | $44.1M | $44.1M | $0 | 1 | 126 |
| Apr 2012 | $44.1M | $44.1M | $0 | 1 | 126 |
| Apr 2012 | $44.1M | $44.1M | $0 | 1 | 126 |
| Mar 2012 | $40.2M | $40.2M | $0 | 1 | 126 |
| Dec 2010 | $38.2M | $38.2M | $0 | 5 | -- |
| Mar 2009 | $32.6M | $32.6M | $0 | 5 | -- |
| Mar 2007 | $45.7M | $45.7M | $0 | 5 | -- |
| Mar 2006 | $41.1M | $41.1M | $0 | 5 | -- |
| Jan 2005 | $37.9M | $37.9M | $0 | 5 | -- |
| Mar 2004 | $33M | $33M | $0 | 5 | -- |
| Apr 2002 | $34.6M | $34.6M | $0 | 5 | -- |
| Jun 2001 | $36.9M | $36.9M | $0 | 5 | -- |
| Jun 2001 | $36.9M | $36.9M | $0 | 5 | -- |
DateJan 2025
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees2
Clients0
DateMay 2012
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees1
Clients126
DateApr 2012
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees1
Clients126
DateApr 2012
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees1
Clients126
DateMar 2012
Total AUM$40.2M
Discretionary$40.2M
Non-Disc.$0
Employees1
Clients126
DateDec 2010
Total AUM$38.2M
Discretionary$38.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$41.1M
Discretionary$41.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$33M
Discretionary$33M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$34.6M
Discretionary$34.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$36.9M
Discretionary$36.9M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$36.9M
Discretionary$36.9M
Non-Disc.$0
Employees5
Clients--