PARAGON FINANCIAL SERVICES
CRD #164832 SEC #801-117764 RICHMOND, VA 804-673-8888
SEC Registered
Total AUM
$337.4M
Discretionary
$337.4M
Employees
7
Clients
10
Accounts
1,312
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 1, 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 |
|---|---|---|---|---|
| WOON, SIMON, VAY | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WOON, SIMON, VAY | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WOON, SIMON, VAY | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WOON, SIMON, VAY | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WOON, SIMON, VAY | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WOON, SIMON, VAY | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WOON, SIMON, VAY | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WOON, SIMON, VAY | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WOON, SIMON, VAY | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WOON, SIMON, VAY | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WOON, SIMON, VAY | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WOON, SIMON, VAY | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WOON, SIMON, VAY | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WOON, SIMON, VAY | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WOON, SIMON, VAY | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WOON, SIMON, VAY | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WOON, SIMON, VAY | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WOON, SIMON, VAY | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| WOON, VICKIE, NMN | I | SHAREHOLDER | B | |
| WOON, VICKIE, NMN | I | SHAREHOLDER | B | |
| WOON, VICKIE, NMN | I | SHAREHOLDER | B | |
| WOON, VICKIE, NMN | I | SHAREHOLDER | B | |
| WOON, VICKIE, NMN | I | SHAREHOLDER | B | |
| WOON, VICKIE, NMN | I | SHAREHOLDER | B | |
| WOON, VICKIE, NMN | I | SHAREHOLDER | B | |
| WOON, VICKIE, NMN | I | SHAREHOLDER | B | |
| WOON, VICKIE, NMN | I | SHAREHOLDER | B | |
| WOON, VICKIE, NMN | I | SHAREHOLDER | B | |
| WOON, VICKIE, NMN | I | SHAREHOLDER | B | |
| WOON, VICKIE, NMN | I | SHAREHOLDER | B | |
| WOON, VICKIE, NMN | I | SHAREHOLDER | B | |
| WOON, VICKIE, NMN | I | SHAREHOLDER | B | |
| WOON, VICKIE, NMN | I | SHAREHOLDER | B | |
| WOON, VICKIE, NMN | I | SHAREHOLDER | B | |
| WOON, VICKIE, NMN | I | SHAREHOLDER | B | |
| WOON, VICKIE, NMN | I | SHAREHOLDER | B |
Registrations
Federal
IA
Jul 1, 2025 REGISTERED
Notice Filings (9)
FL LA NC NE NJ NY SC TX VA
Address
3761 WESTERRE PARKWAYSUITE H
RICHMOND, VA 23233
United States
Phone: 804-673-8888