A complete list of active advisors currently associated with Paradiem, LLC
Warmer can help you find a great advisor at Paradiem, LLC or one who fits your needs even better.
Paradiem serves individuals, high-net-worth families, and charitable organizations with a mix of asset management, comprehensive financial planning, and insurance services. The firm offers ongoing discretionary and non‑discretionary portfolio management alongside its Family Capital Architecture planning work, which coordinates tax, estate, and charitable giving considerations for households. The firm’s investment process is primarily long‑term and grounded in fundamental analysis, building customized portfolios of individual equities, ETFs, mutual funds and fixed‑income securities; it may recommend Class F‑2 share mutual funds for certain clients. Paradiem positions itself as a coordinating “family CFO,” facilitating advisor collaboration, annual reviews and implementation of values‑based giving and succession strategies through structured planning engagements and ongoing monitoring. Noteworthy aspects of Paradiem include its sponsorship of a wrap fee program that bundles transaction costs into its advisory fee and institutional custody relationships (including Charles Schwab and Mutual Securities) that provide technology and other economic benefits to the adviser. The firm is affiliated with ImpactKingdom Group and may recommend or manage investments in affiliated private funds, and reports roughly $483 million in regulatory AUM alongside about $1.395 billion in assets under advisement, indicating a significant consulting/AUA practice in addition to managed assets.
To learn more about the advisors currently working at Paradiem, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Paradiem, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Covington, LA
| 0
| |
Fishers, IN
| 14
| |
Covington, LA
| 26
| |
Covington, LA
| 1
| |
Covington, LA
| 0
| |
Covington, LA
| 1
| |
Covington, LA
| 17
| |
Staten Island, NY
| 12
|
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