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PALADIN WEALTH PARTNERS
13375 University Avenue, Suite 300
Clive, Iowa 50325
Tel: 515-348-6080
About PALADIN WEALTH PARTNERS
PALADIN WEALTH PARTNERS, formally registered with the SEC as PALADIN WEALTH PARTNERS. The firm was established in 02/09/2018. They have over 1 offices throughout the country.
PALADIN WEALTH PARTNERS is a Clive, Iowa based Financial Planning firm with nearly $213,568,921 assets under management, offering retirement planning & investment advisory services to 283 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285303 |
| SEC# | 801-112430 |
| Assets Managed by Firm | $213,568,921 |
| No. of Clients | 283 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 283 | $213,568,921 |
| Individuals (other than high net worth individuals) | 38 | $17,285,619 |
| High net worth individuals | 56 | $196,283,302 |
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