PARADIGM CONSULTING, INC.

Adviser information for PARADIGM CONSULTING, INC. last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	New York, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	4
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	4
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	0	$0
Non-Discretionary	1	$5.9M
Total	1	$5.9M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$5.9M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Pension consulting services
Compensation	% of AUMFixed fees
Other Business Activities	Insurance broker or agent

Identifiers

SEC RIA File Number	801-68347
SEC ERA File Number	801-68347
SEC CIK Numbers	None
SEC CRD Numbers	144990
Legal Entity Identifier	None

Principal Office

133 BUSINESS PARK DRIVE
UTICA
NY
United States

Monday - Friday, 8:30 A.M. - 5:00 P.M.

Tel: 315-797-8400, Fax: 315-797-8403

Websites

www.paradigmci.com

Chief Compliance Officer

LAURIE SCHOEN

PRESIDENT

133 BUSINESS PARK DRIVE

UTICA

United States

Tel: 315-797-8400

Fax: 315-797-8403

L******@*************M

(Full email address available in API data)

Regulatory Contact

AMY MIELNICKI

EXECUTIVE VICE PRESIDENT