Paragon Private Wealth Management Revenue, Growth & Competitor Profile

DBA PARAGON PRIVATE WEALTH MANAGEMENT LLC

Company Profile & Annual Report for Paragon Private Wealth Management

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Paragon Private Wealth Management Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	523 Securities, Commodity Contracts & Other Financial Investments
Address	300 West Vine Street Suite 2201 Lexington, KY 40507

Note: Revenues for privately held companies are statistical evaluations.


Paragon Private Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Paragon Private Wealth Management's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Paragon Private Wealth Management is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Paragon Private Wealth Management Annual Revenue and Growth Rate

Paragon Private Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Paragon Private Wealth Management's revenues are gauged from an analysis of company filings.

Paragon Private Wealth Management's Income Statement (based on Industry Averages)

Paragon Private Wealth Management P&L	$ Millions
Revenue (Sales)
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Operating Expenses
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Market Share of Paragon Private Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Paragon Private Wealth Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Paragon Private Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
PARAGON PRIVATE WEALTH MANAGEMENT	Lexington, KY	100
FAMILY FINANCIAL PARTNERS	Lexington, KY	72
ALPHA FINANCIAL PARTNERS	Lexington, KY	27
WEALTH MANAGEMENT ADVISORS	Lexington, KY	18
FISHBACK MANAGEMENT & RESEARCH	Lexington, KY	17
SORRELL	Lexington, KY	8

Future Competition: Paragon Private Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Paragon Private Wealth Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)