Paradigm Partners N.W. Inc (Tacoma)

Paradigm Partners N.W. Inc is a large advisory firm based in Tacoma. It manages $339 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.

Paradigm Partners N.W provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Paradigm Partners N.W: assets under management

The assets under management (AUM) of Paradigm Partners N.W. Inc is $339 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 324% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $339 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $339 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Paradigm Partners N.W. Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Paradigm Partners N.W. Inc

Robert Ferguson has been acting as President since 1 Oct 1997. James Rex Merchant joined the executive team most recently as the Chief Compliance Officer, Cfo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Ferguson	President	1 Oct 1997	50% - 75%	2384807
Michael Eugene Dunmire	Chairman	1 Oct 1997	50% - 75%	1057024
Robert Scott Ferguson	President	1 Oct 1997	50% - 75%	2384807
James Rex Merchant	Chief compliance officer, cfo	1 Jan 2005	Other	1899264

Based in Tacoma

The principal office where Paradigm Partners N.W. Inc performs its advisory services is located at 820 "A" Street, Ste 700, Tacoma, WA 98402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.