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PARAGON FINANCIAL ADVISORS

LEVIT, DANA JEAN

CRD 133856

Visit website

831 BEACON ST, SUITE 320, NEWTON, MA, 02459, United States

Phone

617-641-2446

Fax

6176412044

Registration

— (—)

Source

State registered

Total AUM

$113.0M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 100 broker-dealer reps

Clients

101-250

Fees

Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-01-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals36$113.0M

All web addresses on file

Official SEC filing: View on IAPD