DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Family Offices
Shaker Hts, OH
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built and rebuilt at most every 15 minutes.
Candidate family office with no filing identifier. A record with a filing identifier carries the same name; DFX has not confirmed they are the same firm: PARAGON FINANCIAL ADVISORS.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan