PARADIGM FINANCIAL ADVISORS LLC
CRD #108090 SEC #801-54603 DES PERES, MO 314-966-3400
SEC Registered
Total AUM
$548.1M
Discretionary
$459.8M
Employees
12
Clients
251
Accounts
1,322
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $548.1M | $459.8M | $88.2M | 12 | 0 |
| Jan 2022 | $548.1M | $459.8M | $88.2M | 12 | 0 |
| Aug 2021 | $548.1M | $459.8M | $88.2M | 12 | 0 |
| Mar 2021 | $548.1M | $459.8M | $88.2M | 13 | 0 |
| Mar 2021 | $548.1M | $459.8M | $88.2M | 13 | 0 |
| Jan 2021 | $505M | $425.6M | $79.4M | 11 | 0 |
| Oct 2020 | $505M | $425.6M | $79.4M | 11 | 0 |
| Jun 2020 | $505M | $425.6M | $79.4M | 11 | 0 |
| Mar 2020 | $505M | $425.6M | $79.4M | 11 | 0 |
| Jan 2019 | $444.2M | $390.5M | $53.8M | 11 | 0 |
| Apr 2018 | $473.8M | $406.2M | $67.7M | 11 | 0 |
| Mar 2018 | $473.8M | $406.2M | $67.7M | 11 | 0 |
| Dec 2017 | $463.4M | $396.5M | $66.9M | 5 | 0 |
| Apr 2017 | $405.5M | $338.2M | $67.3M | 5 | 400 |
| Mar 2017 | $405.5M | $338.2M | $67.3M | 5 | 400 |
| Feb 2016 | $342.9M | $275.9M | $67M | 5 | 400 |
| Feb 2015 | $336.8M | $262M | $74.9M | 5 | 300 |
| Feb 2014 | $290.8M | $217.2M | $73.6M | 5 | 300 |
| Mar 2013 | $211.9M | $117.3M | $94.6M | 5 | 274 |
| Oct 2012 | $204.3M | $104.5M | $99.8M | 1 | 142 |
| Jul 2012 | $204.3M | $104.5M | $99.8M | 1 | 142 |
| Mar 2012 | $108.9M | $18.1M | $90.8M | 1 | 142 |
| Jan 2012 | $108.9M | $18.1M | $90.8M | 1 | 142 |
| Dec 2011 | $112.9M | $18.9M | $94M | 1 | 101 |
| Feb 2011 | $112.9M | $94M | $18.9M | 5 | -- |
| Jan 2010 | $95.9M | $13.4M | $82.5M | 5 | -- |
| Jan 2008 | $110.9M | $5.2M | $105.7M | 5 | -- |
| Jan 2008 | $110.9M | $5.2M | $105.7M | 5 | -- |
| Aug 2007 | $94M | $4.5M | $89.5M | 5 | -- |
| Apr 2007 | $94M | $4.5M | $89.5M | 5 | -- |
| Apr 2007 | $94M | $4.5M | $89.5M | 5 | -- |
| Feb 2007 | $94M | $4.5M | $89.5M | 5 | -- |
| Mar 2006 | $72.7M | $4.1M | $68.7M | 5 | -- |
DateMar 2022
Total AUM$548.1M
Discretionary$459.8M
Non-Disc.$88.2M
Employees12
Clients0
DateJan 2022
Total AUM$548.1M
Discretionary$459.8M
Non-Disc.$88.2M
Employees12
Clients0
DateAug 2021
Total AUM$548.1M
Discretionary$459.8M
Non-Disc.$88.2M
Employees12
Clients0
DateMar 2021
Total AUM$548.1M
Discretionary$459.8M
Non-Disc.$88.2M
Employees13
Clients0
DateMar 2021
Total AUM$548.1M
Discretionary$459.8M
Non-Disc.$88.2M
Employees13
Clients0
DateJan 2021
Total AUM$505M
Discretionary$425.6M
Non-Disc.$79.4M
Employees11
Clients0
DateOct 2020
Total AUM$505M
Discretionary$425.6M
Non-Disc.$79.4M
Employees11
Clients0
DateJun 2020
Total AUM$505M
Discretionary$425.6M
Non-Disc.$79.4M
Employees11
Clients0
DateMar 2020
Total AUM$505M
Discretionary$425.6M
Non-Disc.$79.4M
Employees11
Clients0
DateJan 2019
Total AUM$444.2M
Discretionary$390.5M
Non-Disc.$53.8M
Employees11
Clients0
DateApr 2018
Total AUM$473.8M
Discretionary$406.2M
Non-Disc.$67.7M
Employees11
Clients0
DateMar 2018
Total AUM$473.8M
Discretionary$406.2M
Non-Disc.$67.7M
Employees11
Clients0
DateDec 2017
Total AUM$463.4M
Discretionary$396.5M
Non-Disc.$66.9M
Employees5
Clients0
DateApr 2017
Total AUM$405.5M
Discretionary$338.2M
Non-Disc.$67.3M
Employees5
Clients400
DateMar 2017
Total AUM$405.5M
Discretionary$338.2M
Non-Disc.$67.3M
Employees5
Clients400
DateFeb 2016
Total AUM$342.9M
Discretionary$275.9M
Non-Disc.$67M
Employees5
Clients400
DateFeb 2015
Total AUM$336.8M
Discretionary$262M
Non-Disc.$74.9M
Employees5
Clients300
DateFeb 2014
Total AUM$290.8M
Discretionary$217.2M
Non-Disc.$73.6M
Employees5
Clients300
DateMar 2013
Total AUM$211.9M
Discretionary$117.3M
Non-Disc.$94.6M
Employees5
Clients274
DateOct 2012
Total AUM$204.3M
Discretionary$104.5M
Non-Disc.$99.8M
Employees1
Clients142
DateJul 2012
Total AUM$204.3M
Discretionary$104.5M
Non-Disc.$99.8M
Employees1
Clients142
DateMar 2012
Total AUM$108.9M
Discretionary$18.1M
Non-Disc.$90.8M
Employees1
Clients142
DateJan 2012
Total AUM$108.9M
Discretionary$18.1M
Non-Disc.$90.8M
Employees1
Clients142
DateDec 2011
Total AUM$112.9M
Discretionary$18.9M
Non-Disc.$94M
Employees1
Clients101
DateFeb 2011
Total AUM$112.9M
Discretionary$94M
Non-Disc.$18.9M
Employees5
Clients--
DateJan 2010
Total AUM$95.9M
Discretionary$13.4M
Non-Disc.$82.5M
Employees5
Clients--
DateJan 2008
Total AUM$110.9M
Discretionary$5.2M
Non-Disc.$105.7M
Employees5
Clients--
DateJan 2008
Total AUM$110.9M
Discretionary$5.2M
Non-Disc.$105.7M
Employees5
Clients--
DateAug 2007
Total AUM$94M
Discretionary$4.5M
Non-Disc.$89.5M
Employees5
Clients--
DateApr 2007
Total AUM$94M
Discretionary$4.5M
Non-Disc.$89.5M
Employees5
Clients--
DateApr 2007
Total AUM$94M
Discretionary$4.5M
Non-Disc.$89.5M
Employees5
Clients--
DateFeb 2007
Total AUM$94M
Discretionary$4.5M
Non-Disc.$89.5M
Employees5
Clients--
DateMar 2006
Total AUM$72.7M
Discretionary$4.1M
Non-Disc.$68.7M
Employees5
Clients--