Paragon Financial Advisors
Paragon Financial Advisors (CRD# 133856) is a financial advisory firm headquartered in Newton Center, MA. They manage $92,000,000 in 335 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management92MILLION
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Total Number of Accounts335ACCOUNTS
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Average Account Value$274,627
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Paragon Financial Advisors
1
Dana Levit (CRD# 4551389) is an Investment Advisor Representative working at Paragon Financial Advisors in Newton, MA and has over 23 years of experience in the finance industry.
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