PARAGON FINANCIAL PARTNERS, INC.
Legal name: PARAGON FINANCIAL PARTNERS
CRD #158041 SEC #801-72424 WOODLAND HILLS, CA 310-557-1515
SEC Registered
Total AUM
$336.8M
Discretionary
$227.6M
Employees
2
Clients
1
Accounts
523
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $336.8M | $227.6M | $109.2M | 2 | 0 |
| Feb 2025 | $336.8M | $227.6M | $109.2M | 2 | 0 |
| Mar 2024 | $280.9M | $188.8M | $92.1M | 2 | 1 |
| Mar 2023 | $247M | $165.5M | $81.6M | 2 | 0 |
| Mar 2022 | $263.9M | $170.9M | $93M | 2 | 14 |
| Mar 2021 | $228.8M | $143.3M | $85.5M | 2 | 4 |
| Nov 2020 | $210.2M | $162.1M | $48M | 2 | 0 |
| Sep 2020 | $210.2M | $162.1M | $48M | 2 | 0 |
| Jun 2020 | $210.2M | $162.1M | $48M | 2 | 0 |
| Mar 2020 | $210.2M | $162.1M | $48M | 2 | 0 |
| Feb 2019 | $172M | $132.3M | $39.7M | 2 | 0 |
| Mar 2018 | $167.3M | $98.8M | $68.5M | 3 | 0 |
| Nov 2017 | $140.1M | $77M | $63.1M | 3 | 0 |
| Mar 2017 | $140.1M | $77M | $63.1M | 2 | 26 |
| Apr 2016 | $129.5M | $90.7M | $38.9M | 2 | 26 |
| Mar 2016 | $129.5M | $90.7M | $38.9M | 2 | 26 |
| Feb 2015 | $125.9M | $69.2M | $56.7M | 2 | 26 |
| Mar 2014 | $113.4M | $68.3M | $45.1M | 1 | 26 |
| Apr 2013 | $97.3M | $47.5M | $49.9M | 1 | 26 |
| Oct 2012 | $93.7M | $32.2M | $61.5M | 1 | 26 |
| Apr 2012 | $93.7M | $32.2M | $61.5M | 1 | 26 |
| Nov 2011 | $81M | $56M | $25M | 1 | 0 |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
| May 2011 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$336.8M
Discretionary$227.6M
Non-Disc.$109.2M
Employees2
Clients0
DateFeb 2025
Total AUM$336.8M
Discretionary$227.6M
Non-Disc.$109.2M
Employees2
Clients0
DateMar 2024
Total AUM$280.9M
Discretionary$188.8M
Non-Disc.$92.1M
Employees2
Clients1
DateMar 2023
Total AUM$247M
Discretionary$165.5M
Non-Disc.$81.6M
Employees2
Clients0
DateMar 2022
Total AUM$263.9M
Discretionary$170.9M
Non-Disc.$93M
Employees2
Clients14
DateMar 2021
Total AUM$228.8M
Discretionary$143.3M
Non-Disc.$85.5M
Employees2
Clients4
DateNov 2020
Total AUM$210.2M
Discretionary$162.1M
Non-Disc.$48M
Employees2
Clients0
DateSep 2020
Total AUM$210.2M
Discretionary$162.1M
Non-Disc.$48M
Employees2
Clients0
DateJun 2020
Total AUM$210.2M
Discretionary$162.1M
Non-Disc.$48M
Employees2
Clients0
DateMar 2020
Total AUM$210.2M
Discretionary$162.1M
Non-Disc.$48M
Employees2
Clients0
DateFeb 2019
Total AUM$172M
Discretionary$132.3M
Non-Disc.$39.7M
Employees2
Clients0
DateMar 2018
Total AUM$167.3M
Discretionary$98.8M
Non-Disc.$68.5M
Employees3
Clients0
DateNov 2017
Total AUM$140.1M
Discretionary$77M
Non-Disc.$63.1M
Employees3
Clients0
DateMar 2017
Total AUM$140.1M
Discretionary$77M
Non-Disc.$63.1M
Employees2
Clients26
DateApr 2016
Total AUM$129.5M
Discretionary$90.7M
Non-Disc.$38.9M
Employees2
Clients26
DateMar 2016
Total AUM$129.5M
Discretionary$90.7M
Non-Disc.$38.9M
Employees2
Clients26
DateFeb 2015
Total AUM$125.9M
Discretionary$69.2M
Non-Disc.$56.7M
Employees2
Clients26
DateMar 2014
Total AUM$113.4M
Discretionary$68.3M
Non-Disc.$45.1M
Employees1
Clients26
DateApr 2013
Total AUM$97.3M
Discretionary$47.5M
Non-Disc.$49.9M
Employees1
Clients26
DateOct 2012
Total AUM$93.7M
Discretionary$32.2M
Non-Disc.$61.5M
Employees1
Clients26
DateApr 2012
Total AUM$93.7M
Discretionary$32.2M
Non-Disc.$61.5M
Employees1
Clients26
DateNov 2011
Total AUM$81M
Discretionary$56M
Non-Disc.$25M
Employees1
Clients0
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--