PARADIGM CONSULTING, INC.
CRD #144990 SEC #801-68347 UTICA, NY 315-797-8400
SEC Registered
Total AUM
$5.9M
Discretionary
$0
Employees
4
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $5.9M | $0 | $5.9M | 4 | 0 |
| Feb 2023 | $168.5M | $412.7K | $168.1M | 5 | 0 |
| May 2022 | $211.7M | $2.1M | $209.6M | 5 | 0 |
| Mar 2022 | $211.7M | $2.1M | $209.6M | 5 | 0 |
| Jan 2022 | $340.7M | $66.5M | $274.2M | 5 | 0 |
| Dec 2021 | $340.7M | $66.5M | $274.2M | 5 | 0 |
| Mar 2021 | $340.7M | $66.5M | $274.2M | 5 | 0 |
| Dec 2020 | $440.3M | $145.4M | $294.8M | 6 | 0 |
| Jun 2020 | $440.3M | $145.4M | $294.8M | 6 | 0 |
| Apr 2020 | $440.3M | $145.4M | $294.8M | 6 | 0 |
| Mar 2020 | $440.3M | $145.4M | $294.8M | 6 | 0 |
| Apr 2019 | $88.9M | $88.9M | $0 | 7 | 144 |
| Mar 2019 | $88.9M | $88.9M | $0 | 7 | 144 |
| Mar 2018 | $89.2M | $89.2M | $0 | 7 | 80 |
| Mar 2018 | $89.2M | $89.2M | $0 | 7 | 18 |
| Mar 2017 | $87.6M | $87.6M | $0 | 7 | 300 |
| Feb 2017 | $83.9M | $83.9M | $0 | 7 | 300 |
| Mar 2016 | $83.9M | $83.9M | $0 | 7 | 300 |
| Mar 2015 | $86.5M | $86.5M | $0 | 6 | 200 |
| Mar 2014 | $79.8M | $79.8M | $0 | 6 | 200 |
| Nov 2013 | $66.7M | $66.7M | $0 | 6 | 200 |
| Apr 2013 | $66.7M | $66.7M | $0 | 6 | 200 |
| Apr 2013 | $66.7M | $66.7M | $0 | 6 | 200 |
| Mar 2013 | $66.7M | $66.7M | $0 | 6 | 200 |
| Sep 2012 | $61.4M | $61.4M | $0 | 1 | 200 |
| Mar 2012 | $61.4M | $61.4M | $0 | 1 | 200 |
| Jul 2011 | $55.6M | $55.6M | $39.2K | 5 | -- |
| Mar 2011 | $55.6M | $55.6M | $39.2K | 5 | -- |
| Jun 2010 | $54.5M | $54.5M | $25.4K | 5 | -- |
| Jan 2008 | $44.5M | $43.1M | $1.5M | 5 | -- |
| Sep 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2024
Total AUM$5.9M
Discretionary$0
Non-Disc.$5.9M
Employees4
Clients0
DateFeb 2023
Total AUM$168.5M
Discretionary$412.7K
Non-Disc.$168.1M
Employees5
Clients0
DateMay 2022
Total AUM$211.7M
Discretionary$2.1M
Non-Disc.$209.6M
Employees5
Clients0
DateMar 2022
Total AUM$211.7M
Discretionary$2.1M
Non-Disc.$209.6M
Employees5
Clients0
DateJan 2022
Total AUM$340.7M
Discretionary$66.5M
Non-Disc.$274.2M
Employees5
Clients0
DateDec 2021
Total AUM$340.7M
Discretionary$66.5M
Non-Disc.$274.2M
Employees5
Clients0
DateMar 2021
Total AUM$340.7M
Discretionary$66.5M
Non-Disc.$274.2M
Employees5
Clients0
DateDec 2020
Total AUM$440.3M
Discretionary$145.4M
Non-Disc.$294.8M
Employees6
Clients0
DateJun 2020
Total AUM$440.3M
Discretionary$145.4M
Non-Disc.$294.8M
Employees6
Clients0
DateApr 2020
Total AUM$440.3M
Discretionary$145.4M
Non-Disc.$294.8M
Employees6
Clients0
DateMar 2020
Total AUM$440.3M
Discretionary$145.4M
Non-Disc.$294.8M
Employees6
Clients0
DateApr 2019
Total AUM$88.9M
Discretionary$88.9M
Non-Disc.$0
Employees7
Clients144
DateMar 2019
Total AUM$88.9M
Discretionary$88.9M
Non-Disc.$0
Employees7
Clients144
DateMar 2018
Total AUM$89.2M
Discretionary$89.2M
Non-Disc.$0
Employees7
Clients80
DateMar 2018
Total AUM$89.2M
Discretionary$89.2M
Non-Disc.$0
Employees7
Clients18
DateMar 2017
Total AUM$87.6M
Discretionary$87.6M
Non-Disc.$0
Employees7
Clients300
DateFeb 2017
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees7
Clients300
DateMar 2016
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees7
Clients300
DateMar 2015
Total AUM$86.5M
Discretionary$86.5M
Non-Disc.$0
Employees6
Clients200
DateMar 2014
Total AUM$79.8M
Discretionary$79.8M
Non-Disc.$0
Employees6
Clients200
DateNov 2013
Total AUM$66.7M
Discretionary$66.7M
Non-Disc.$0
Employees6
Clients200
DateApr 2013
Total AUM$66.7M
Discretionary$66.7M
Non-Disc.$0
Employees6
Clients200
DateApr 2013
Total AUM$66.7M
Discretionary$66.7M
Non-Disc.$0
Employees6
Clients200
DateMar 2013
Total AUM$66.7M
Discretionary$66.7M
Non-Disc.$0
Employees6
Clients200
DateSep 2012
Total AUM$61.4M
Discretionary$61.4M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$61.4M
Discretionary$61.4M
Non-Disc.$0
Employees1
Clients200
DateJul 2011
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$39.2K
Employees5
Clients--
DateMar 2011
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$39.2K
Employees5
Clients--
DateJun 2010
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$25.4K
Employees5
Clients--
DateJan 2008
Total AUM$44.5M
Discretionary$43.1M
Non-Disc.$1.5M
Employees5
Clients--
DateSep 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--