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PALLADIN CONSUMER RETAIL PARTNERS, LLC

Prudential Tower
800 Boylston Street, 14th Floor
Boston, Massachusetts 02199
Tel: 617-585-3800

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About PALLADIN CONSUMER RETAIL PARTNERS, LLC

PALLADIN CONSUMER RETAIL PARTNERS, LLC, formally registered with the SEC as PALLADIN CONSUMER RETAIL PARTNERS, LLC. The firm was established in 01/02/2013. They have over 1 offices throughout the country.

PALLADIN CONSUMER RETAIL PARTNERS, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $546,197,247 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#164689
SEC#801-77503
Assets Managed by Firm$546,197,247
No. of Clients16
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total16$546,197,247

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