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

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