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Paradigm Of Indian River, Inc. (Vero Beach)


Paradigm Of Indian River, Inc. is a large advisory firm based in Vero Beach. It manages $38 million of regulatory assets for 72 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida, Massachusetts, New Hampshire, and North Carolina.

Paradigm Of Indian River provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting 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 Of Indian River: assets under management

The assets under management (AUM) of Paradigm Of Indian River, Inc. is $38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $527.78 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Paradigm Of Indian River, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Vero Beach

The principal office where Paradigm Of Indian River, Inc. performs its advisory services is located at 560 Sea Oak Drive, Vero Beach, FL 32963, which is also the mailing address of the firm. An additional office of the firm is in Banner Elk, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 772 231-4840 or by fax 772 231-4881. The normal business hours are 9:00am 3:00pm on Monday - Friday.


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