PARAGON FINANCIAL ADVISORS

PARAGON FINANCIAL ADVISORS of NEWTON, MA is an SEC-registered investment adviser (CRD 133856). Regulatory assets under management: $113.0M.

Registration

• CRD: 133856
• Type: Registered investment adviser
• Location: 831 BEACON ST, NEWTON, MA, 02459
• Phone: 617-641-2446
• Latest filing: 2026-01-13
• Regulatory AUM: $113.0M
• Non-discretionary AUM: $113.0M
• Clients: 1
• Accounts: 319

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133856 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search