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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
You can reach the main office by calling the phone number 253-573-0657 or by fax 253-396-9066. The normal business hours are 8am to 4pm on Monday - Friday.