CRD: 133856
Paragon Financial Advisors
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-14-2005
- Office Locations
- 1
Office Locations
About Paragon Financial Advisors
Paragon Financial Advisors is a fee-only, fiduciary planning firm in Newton, MA providing highly personalized, holistic financial planning for individuals and families from working years through retirement. The firm offers retirement planning, portfolio analysis and investment counseling, with integrated tax strategy, insurance, education, estate planning, and mortgage guidance. Differentiator: education-forward process with an optional retainer for unlimited access.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Owner & Executives
DANA JEAN LEVIT
Financial Advisor, General Partner, President
- CRD
- #4551389
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $113,000,000 | -- |
| Total | $113,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $113,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,384,228,279 | 18.5% |
| Equity - Exchange | $1,189,688,088 | 15.9% |
| Municipal Bonds | $1,406,675,224 | 18.8% |
| Cash | $3,501,723,429 | 46.8% |
| Total | $7,482,315,020 | 100.0% |