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Bryan Donald Holstrom

PARAGON ADVISORS LLC·NAPERVILLE, Illinois
Unclaimed Profile
1730 PARK STREET, SUITE 100, NAPERVILLE, IL 60563CRD# 1361468Firm CRD# 106807
01

About

Bryan Donald Holstrom is a registered financial advisor based in NAPERVILLE, Illinois, affiliated with PARAGON ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PARAGON ADVISORS LLC
PARAGON ADVISORS LLC
AUM
$183M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PARAGON ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1361468
Firm CRD# 106807
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bryan Donald Holstrom offer?
Bryan Donald Holstrom specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.
What are Bryan Donald Holstrom's credentials?
Bryan Donald Holstrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan Donald Holstrom located?
Bryan Donald Holstrom is based in NAPERVILLE, Illinois, working with PARAGON ADVISORS LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.
How does Bryan Donald Holstrom charge for services?
Bryan Donald Holstrom's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARAGON ADVISORS LLC?
PARAGON ADVISORS LLC has approximately 8 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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