Bryan
Kaufman
Paradigm Wealth Advisory LLC
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About this Advisor
Bryan Kaufman is a financial advisor based in Bridgewater, New Jersey, working with Paradigm Wealth Advisory LLC. Bryan has previously held a position at Kaufman & Gumnic Llp. Bryan has passed the Series 65 regulatory exam and is registered to provide services in New Jersey, New York, North Carolina, Pennsylvania, and Texas. Currently, Bryan is part of Paradigm Wealth Advisory LLC, which operates out of Bridgewater, New Jersey. The firm has 3 offices and 16 employees. The firm manages assets totaling $356.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Paradigm Wealth Advisory LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Paradigm Wealth Advisory LLC Brokerage Details
$356,126,149
16
2,137
$166,648
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Bryan Kaufman Work History
Kaufman & Gumnic Llp
Disclosures
Please visit the SEC profile of Bryan Kaufman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Paradigm Wealth Advisory LLC
Bridgewater, NJ
Bridgewater, NJ
Bridgewater, NJ
Avon, CT
Bridgewater, NJ
Bridgewater, NJ
Bridgewater, NJ
Avon, CT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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