PARAMOUNT FINANCIAL
Firm details
- Headquarters
- DANVERS, Massachusetts
- CRD number
- 317735
- Website
- www.paramountfinancialma.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals95.49%
- HNWI4.51%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Paramount Financial is an independent registered investment adviser organized as an LLC and owner-operated. The firm focuses on serving individual and family clients through fee-based relationships charged as a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals and small businesses, and delivery of educational seminars and workshops. Paramount Financial does not identify as an ESG investor, is not a multistate adviser, and does not operate as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Non-Exchange Traded Equities43%
- Cash & Cash Equivalents7%
- Exchange Traded Equities2%
Contacts
3 of 3Nancy Bissel
Director of InsuranceCRD 7919292
Ryan Briggs
Case Design ManagerCRD 7287378
David Belisle
FounderCRD 7021553
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DANVERS, MA
ESSEX
Location
DANVERS, MA
Headquartered in DANVERS, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ESSEX
- Address
- 100 Conifer Hill Dr
- Time zone
- ET (UTC-5)
- Office locations
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