PARADIGM FINANCIAL Overview

Paradigm Financial Advisors Llc is an investment advisor that manages 336.8 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 166MM in positions, representing 49% of the manager's regulatory AUM.

PARADIGM FINANCIAL StockAlpha

-4.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PARADIGM FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 6.9% Tech 1.31% -0.05% 0 42%
VB 5.29% ETF 8.5% 0.2% 0 2%
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FEATURED IN
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PARADIGM FINANCIAL Founders and Key Employees

Name Title In Position Since
James T. Reding Managing Member/Principal December-2011
Stacey L. Cheek Chief Compliance Officer April-2007

PARADIGM FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

PARADIGM FINANCIAL Investment Strategy

Item 8. Method of Analysis, Investment Strategies and Risk of Loss

PFA’s investment philosophy is based on a core/tactical asset allocation strategy. PFA’s method of security analysis is generally fundamental, based upon sources of information from research materials, corporate rating services, financial newspapers and magazines, annual reports, prospectuses, filings with the SEC and company press releases.

The investment strategies used to implement investment advice given to clients may include long term purchases, short term purchases, and margin transactions.

9
Equity Market Risk. The prices of equity securities held in your portfolio (or underlying funds) may decline in response to certain events taking place around the world, including those directly involving the companies whose securities you own; conditions affecting the general economy; overall market changes; local, regional or global, political, social or economic instability; and...
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PARADIGM FINANCIAL Portfolio Concentration

PARADIGM FINANCIAL Location

12231 MANCHESTER ROAD
DES PERES, Missouri
UNITED STATES, 63131

PARADIGM FINANCIAL Contact Information

Phone Number: 314-966-3400
Fax Number: 314-966-0422
Website:

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