AdvisorOS Directory
Claim Profile
DY

David Allen Young

PARAGON CAPITAL MANAGEMENT INC·PROVO, Utah
Unclaimed Profile
3651 NORTH 100 EAST, PROVO, UT 84604-4557CRD# 1503747Firm CRD# 105962
01

About

David Allen Young is a registered financial advisor based in PROVO, Utah, affiliated with PARAGON CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
PARAGON CAPITAL MANAGEMENT INC
PARAGON WEALTH MANAGEMENT
AUM
$156M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PARAGON CAPITAL MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 1503747
Firm CRD# 105962
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PROVO?

Browse all registered financial advisors in PROVO, Utah or claim this profile if it's yours.

Browse PROVO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Allen Young offer?
David Allen Young specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in PROVO, Utah for a consultation.
What are David Allen Young's credentials?
David Allen Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Allen Young located?
David Allen Young is based in PROVO, Utah, working with PARAGON CAPITAL MANAGEMENT INC. Their office serves clients in the PROVO metropolitan area and surrounding communities.
How does David Allen Young charge for services?
David Allen Young's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARAGON CAPITAL MANAGEMENT INC?
PARAGON CAPITAL MANAGEMENT INC has approximately 5 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PROVO
Nathan Dale White — PARAGON CAPITAL MANAGEMENT INCBrent Alan Cochran — THE NORDEN GROUP LLCWilliam Travis Snider — PORTSIDE WEALTH GROUP, LLCNatalie Grace Wolfsen — TOWNSQUARE CAPITAL, LLCBradley Steven Jensen — ACCUVEST GLOBAL ADVISORS, INC.
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)SANDY (44)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile