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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEE, LINDA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LEE, LINDA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LEE, LINDA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LEE, LINDA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LEE, LINDA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LEE, LINDA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LEE, LINDA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHOW, EUGENE, YUNG CHING | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CHOW, EUGENE, YUNG CHING | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CHOW, EUGENE, YUNG CHING | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CHOW, EUGENE, YUNG CHING | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CHOW, EUGENE, YUNG CHING | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CHOW, EUGENE, YUNG CHING | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CHOW, EUGENE, YUNG CHING | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CHOW, EUGENE, YUNG CHING | I | PRESIDENT | C | Control |
| CHOW, EUGENE, YUNG CHING | I | PRESIDENT | C | Control |
| CHOW, EUGENE, YUNG CHING | I | PRESIDENT | C | Control |
| CHOW, EUGENE, YUNG CHING | I | PRESIDENT | C | Control |
| CHOW, EUGENE, YUNG CHING | I | PRESIDENT | C | Control |
| CHOW, EUGENE, YUNG CHING | I | PRESIDENT | C | Control |
| CHOW, EUGENE, YUNG CHING | I | PRESIDENT | C | Control |
| CHOW, EUGENE, YUNG CHING | I | PRESIDENT | C | Control |
| LEE, LINDA, MARIE | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| LEE, LINDA, MARIE | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| LEE, LINDA, MARIE | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | C | Control |
| LEE, LINDA, MARIE | I | CFO | C | Control |
| LEE, LINDA, MARIE | I | CFO | C | Control |
| LEE, LINDA, MARIE | I | CFO | C | Control |
| LEE, LINDA, MARIE | I | CFO | C | Control |
| LEE, LINDA, MARIE | I | CFO | C | Control |
| TARAVELLA, ROBERT, JOHN | I | SHAREHOLDER | C | Control |
| TARAVELLA, ROBERT, JOHN | I | SHAREHOLDER | C | Control |
| TARAVELLA, ROBERT, JOHN | I | SHAREHOLDER | C | Control |
| TARAVELLA, ROBERT, JOHN | I | SHAREHOLDER | C | Control |
| TARAVELLA, ROBERT, JOHN | I | SHAREHOLDER | C | Control |
| TARAVELLA, ROBERT, JOHN | I | SHAREHOLDER | C | Control |
| TARAVELLA, ROBERT, JOHN | I | SHAREHOLDER | C | Control |
| TARAVELLA, ROBERT, JOHN | I | SHAREHOLDER | C | Control |
Registrations
Federal
IA
Jan 17, 2025 REGISTERED
Notice Filings (1)
CA
Address
15 ALTARINDA ROAD, SUITE 205ORINDA, CA 94563
United States
Phone: 510-550-7288