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
831 Beacon St, Suite 320, Newton Center, MA 02459
https://www.paragonfinancialadvisors.com
By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    335
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Paragon Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Dana Levit, financial advisor Newton MA
Dana J. Levit
CRD#: 4551389
1150 Walnut St, Newton, MA 02461

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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