LP Profile

Paragon Advisors

Multi Family Office (MFO)Shaker Heights, United StatesFounded 1995
$1.0B
Assets Under Management
Shaker Heights
Headquarters
Investment Focus

About Paragon Advisors

Founded in 1996, Paragon Advisors, Inc. is a financial advisory firm specializing in comprehensive and confidential management of family wealth. Our goal is to organize and centralize your financial matters, to provide ongoing review and monitoring of your financial assets, and to develop and implement wealth maximizing and tax minimizing strategies. In December 2013, the firm was acquired by Savant Capital Management.

Preferred Investment Types

Investment FundsJoint Venture/PartnerPhilanthropyPrivate EquityVenture Capital

Preferred Sectors & Themes

Charitable InvestmentsEndowment FundEquity/Mutual FundsETFsInvestment ManagementLegal & Tax ServicesRetirement PlanningTrust ManagementWealth & Estate PlanningFinancial ServicesFinanceHigh-Level SectorsNon-ProfitTraditional Investments (Liquid Assets)

Preferred Geographies

United States
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Recent Filings

Public filings matched to Paragon Advisors across SEC, IRS, DOL and international registers — newest first.

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FAQ

Frequently asked questions

What type of investor is Paragon Advisors?

Paragon Advisors is a multi family office (mfo) based in Shaker Heights, United States, managing approximately $1.0B in assets.

Where is Paragon Advisors headquartered?

Paragon Advisors is headquartered in Shaker Heights, United States.

How much does Paragon Advisors manage?

Paragon Advisors manages approximately $1.0B in assets under management.

When was Paragon Advisors founded?

Paragon Advisors was founded in 1995.

What does Paragon Advisors invest in?

Paragon Advisors focuses on Investment Funds, Joint Venture/Partner, Philanthropy, Private Equity, Venture Capital, Charitable Investments, Endowment Fund, Equity/Mutual Funds.

How can I contact Paragon Advisors?

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