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PARAMOUNT FINANCIAL
PARAMOUNT PLANNING, LLC
CRD 317735
100 CONIFER HILL DRIVE, BLDG. 409-412, SUITE 411, DANVERS, MA, 01923, United States
Phone
978-406-9137
Fax
978-241-7606
Registration
— (—)
Source
State registered
Total AUM
$24.4M
Discretionary AUM
$24.4M
Team
4 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsASSETS HELD AWAY
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $23.3M |
| High net worth individuals | 1 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD