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PALADINO WEALTH
700 Mccaleb Road
Suite L
Montgomery, Texas 77316
Tel: (936) 444-2583
About PALADINO WEALTH
PALADINO WEALTH, formally registered with the SEC as PALADINO WEALTH. The firm was established in 04/03/2020. They have over 1 offices throughout the country.
PALADINO WEALTH is a Montgomery, Texas based Financial Planning firm with nearly $165,204,797 assets under management, offering retirement planning & investment advisory services to 166 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307799 |
| SEC# | 801-118369 |
| Assets Managed by Firm | $165,204,797 |
| No. of Clients | 166 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 166 | $165,204,797 |
| Individuals (other than high net worth individuals) | 89 | $32,315,542 |
| High net worth individuals | 77 | $132,889,255 |
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