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Nathan Dale White

PARAGON CAPITAL MANAGEMENT INC·PROVO, Utah
Unclaimed Profile
3651 NORTH 100 EAST, PROVO, UT 84604-4557CRD# 2786197Firm CRD# 105962
01

About

Nathan Dale White 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# 2786197
Firm CRD# 105962
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nathan Dale White offer?
Nathan Dale White specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in PROVO, Utah for a consultation.
What are Nathan Dale White's credentials?
Nathan Dale White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan Dale White located?
Nathan Dale White 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 Nathan Dale White charge for services?
Nathan Dale White'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.
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Other advisors in PROVO
Brent Alan Cochran — THE NORDEN GROUP LLCWilliam Travis Snider — PORTSIDE WEALTH GROUP, LLCNatalie Grace Wolfsen — TOWNSQUARE CAPITAL, LLCJordan Michael Miller — 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
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