|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Paller Financial Services Inc
✚
|
|
|---|---|
| CRD # | 161531 |
| SEC # | 801-129389 |
| CIK # | |
| AUM | $135.0 M (2025-01-09) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 303-858-0045 |
| Address | 9000 E Nichols Avenue Centennial, CO 80112 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 45.0 |
| (b) Individuals (high net worth individuals) | 39 | 90.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 418 | 135.0 |
| By Discretionary | ||
| Discretionary | 391 | 114.4 |
| Non-Discretionary | 27 | 20.6 |
| Total | 418 | 135.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.0 | |
| Total | 418 | 135.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
F5 Financial Planning LLC
✚
|
0.1 | |
|
Toptier Wealth Management
✚
|
0.1 | |
|
Viable Planning LLC
✚
|
0.1 | |
|
TFS Advisors LLC
✚
|
WA | 0.1 |
|
The Stewardship Center Inc
✚
|
0.1 | |
|
Opal Capital LLC
✚
|
FL | 0.1 |
|
Larsen Glen Allen
✚
|
UT | 0.1 |
|
Keller Financial Group Inc
✚
|
PA | 0.1 |
|
Lockerman Financial Group Inc
✚
|
CA | 0.1 |
|
Evolution Wealth Management Inc
✚
|
FL | 0.1 |