Paramount Associates, LLC is an adviser based in Greenwood Village. It manages $42.8 million of regulatory assets for 142 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Colorado and New York.
Paramount Associates provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Paramount Associates, LLC is $42.8 million. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Paramount Associates, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Paramount Associates, LLC performs its advisory services is located at 6400 S. Fiddlers Green Circle #1310, Greenwood Village, CO 80011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 720-463-0020. The normal business hours are 8am to 5pm on Monday - Friday.