Paramount Planning Inc is a large advisory firm based in Amherst. It manages $77.13 million of regulatory assets for 204 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Paramount Planning provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Paramount Planning Inc is $77.13 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Paramount Planning Inc for their services and products based on a percentage of assets under management, hourly charges, and subscription fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Alan Herbert Vogt has been acting as President since 1 Jan 1980. Richard Karl Schroeder joined the executive team most recently as the Executive Vice President.
The principal office where Paramount Planning Inc performs its advisory services is located at 1325 Millersport Hwy Ste 208, Amherst, NY 14221, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 716-634-6113 or by fax 716-634-6122. The normal business hours are 8:30a.m.- 5p.m. on Monday - Friday. You can find more information about the New York firm at invest@sbvfinancial.com.