PARAGON CAPITAL MANAGEMENT INC

PARAGON WEALTH MANAGEMENT
PROVO, Utah·3 registered advisors·CRD# 105962
SEC# 801-453260801-375-2500
01

Firm Overview

AUM
$156M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at PARAGON CAPITAL MANAGEMENT INC

3 registered advisors
Catherine Barton Young
PROVO, Utah
David Allen Young
PROVO, Utah
Nathan Dale White
PROVO, Utah
05

Office Locations

PROVO, Utah
3 advisors

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Data sourced from SEC Form ADV filings. PARAGON CAPITAL MANAGEMENT INC (CRD# 105962) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.