Paradiem | Intentional Ownership Revenue
Financial Services • 
Covington, Louisiana, United States • 11-20 Employees
Paradiem | Intentional Ownership revenue & valuation
| Annual revenue | $1,454,435 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,700,000 |
| Total funding | No funding |
Key Contacts at Paradiem | Intentional Ownership
Eric L. Dunavant
President, Founder
Caleb Kelso
Director Of Private Investments
Ray Marie Fenger
Chief Compliance Officer & Director Of Operations
Company overview
| Headquarters | 510 N Jefferson, Covington, LA 70433, US |
| Phone number | +19857270770 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Tax Planning, Wealth Preservation, Charitable Planning, Wealth Management, Impact Investing, Business Succession, Business Planning, Financial Planning, Estate Planning, Wisdom, Family Planning, Legacy, Inheritance Planning, Multi-Generational Wealth Planning, Biblical Worldview, Family Legacy, Business Legacy, Biblical Planning, Inter Generational Tax Planning, Successful Generations |
| Founded | 2007 |
| Employees | 11-20 |
| Socials |
Paradiem | Intentional Ownership Email Formats
Paradiem | Intentional Ownership uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@paradiem.org), used 61.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@paradiem.org | 61.5% |
{first name}.{last name} | john.doe@paradiem.org | 23.1% |
{first initial}{second initial}.{last name} | jo.doe@paradiem.org | 15.4% |
About Paradiem | Intentional Ownership
If you’re an entrepreneur or business owner, how do you know that what you’re building won’t damage your marriage, children and grandchildren? Most business owners plan their family’s future around finances. But when you study generational prosperity, you discover a legacy of unintended consequences and failures. That’s exactly why we started Paradiem. We've taken the financial model and aligned it with family counseling so that we can reverse engineer the wealth building process by focusing on the goals for your family and loved ones first. Almost all the families we work with have a team of experts working for them, but none of those experts are working together with the same goals and values. Consequently, you end up having the responsibility of coordinating your entire team, which can be overwhelming and you might not even know what questions to ask. You can end up paying too much in taxes, losing time with your family, and even setting up a situation that can lead to resentment and conflict among your loved ones. We show families how to optimize their finances during their lifetime rather than only thinking about what happens when their gone. When you have clarity, you can take action, make the best decisions and get the most out of the team you’ve already built. If you’re a faith driven business owner and are planning an exit in the next one to five years, reach out to us so we can discover how we can work together. Paradiem, LLC dba Intentional Ownership ("IOWN") is a Registered Investment Advisor.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Paradiem | Intentional Ownership has 8 employees across 3 departments.
Departments
Number of employees
Funding Data
Paradiem | Intentional Ownership has never raised funding before.
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