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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ember
- Established Date
- 04-27-2022
- Office Locations
- 1
Office Locations
About Paramount Financial
Paramount Financial is a Massachusetts-based advisory firm focused on retirement planning, offering tactical, risk-managed investment management plus retirement income and Roth strategies. The firm complements planning with advanced tax planning via Tradewinds, Medicare and long-term care guidance, and estate planning coordination, and supports business owners with 401(k) and exit planning. Client plans are monitored daily, with access to a Generational Vault document hub.
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Owner & Executives
David William Belisle
Chief Compliance Officer, Founder, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7021553
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Nancy Elizabeth Bissel
Director
- CRD
- #7919292
Ryan Joseph Briggs
--
- CRD
- #7287378
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,400,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $987,715,565 | 29.1% |
| Equity - OTC | $1,062,388,219 | 31.3% |
| Cash | $325,844,310 | 9.6% |
| Equity - Exchange | $1,018,263,468 | 30.0% |
| Total | $3,394,211,562 | 100.0% |