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PALADIN FINANCIAL
4105 Lexington Avenue North,
Suite 230
Arden Hills, Minnesota 55126
Tel: 651-842-8406
About PALADIN FINANCIAL
PALADIN FINANCIAL, formally registered with the SEC as PALADIN FINANCIAL. The firm was established in 07/07/2023. They have over 2 offices throughout the country.
PALADIN FINANCIAL is a Arden Hills, Minnesota based Financial Planning firm with nearly $151,033,253 assets under management, offering retirement planning & investment advisory services to 1176 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288387 |
| SEC# | 801-128300 |
| Assets Managed by Firm | $151,033,253 |
| No. of Clients | 1176 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed 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 | 1176 | $151,033,253 |
| Individuals (other than high net worth individuals) | 396 | $91,657,664 |
| High net worth individuals | 38 | $59,375,589 |
More Retirement Planning firms in Arden Hills, Minnesota:
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|---|---|---|---|
| $479,793,782,427 | 2284921 | 13903 | |
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 |
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