Paradigm Consulting, Inc.
- Regulatory AUM
- $81.2M
- Discretionary
- $11.3M
- Clients
- 19
- Avg AUM / client
- $4.3M
- Accounts
- 19
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 19 | $81.2M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Mohawk Valley Community Action Agency, Inc. 401(k) Plan Mohawk Valley Community Action Agency, Inc. | 2024 | |
| Sitrin 403 B Plan Charles T. Sitrin Health Care Center | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Amy Louise Mielnicki | Executive Vice President | Jun 2010 (16y) | 25% – 50% | |
| Laurie Ann Schoen | President | Jun 2010 (16y) | 50% – 75% | |
| Sarah Anne Militano | Registered representative | Jan 2025 (2y) | ||
| Rhianna Marie Arcuri | Registered representative | Mar 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mohawk Valley Community Action Agency, Inc. 401(k) Plan | Mohawk Valley Community Action Agency, Inc. | 217 | $6.8M | 08/01/2024 |
| Sitrin 403 B Plan | Charles T. Sitrin Health Care Center | 538 | $15.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Pension consulting services
Custody
Reported custodians
- Pershing $89.2M (100% of AUM) Apr 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗