PALADIN CAPITAL

4105 Lexington Avenue North
Suite 230
Arden Hills, Minnesota 55126
Tel: 651-842-8406

About PALADIN CAPITAL

PALADIN CAPITAL, formally registered with the SEC as PALADIN CAPITAL. The firm was established in 09/01/2023. They have over 1 offices throughout the country.

PALADIN CAPITAL is a Arden Hills, Minnesota based Financial Planning firm with nearly $2,261,787 assets under management, offering retirement planning & investment advisory services to 31 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288037
SEC#	801-128690
Assets Managed by Firm	$2,261,787
No. of Clients	31
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	31	$2,261,787
Individuals (other than high net worth individuals)	10	$2,261,787

More Retirement Planning firms in Arden Hills, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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