Adviser Profile
| As of Date | 03/27/2024 |
| Registration status | Registration Changed to PARADIGM CONSULTING, INC. |
| ADV Location | UTICA, NY, United States |
| Contact Info | 315 xxxxxxx |
| Websites |
| AUM* | 168,527,945 -20% |
| of that, discretionary | 412,667 -81% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 42,131,986 0% |
| % High Net Worth | < 0.01% -100% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
295M
253M
211M
168M
126M
84M
42M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
Private Funds
No private funds
Employees
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|---|---|---|---|---|---|---|---|---|---|---|---|
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