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Building 2PALADIN WEALTH PARTNERS

Map pinCLIVE, IA
Phone515-348-6080
NotebookSEC #801-112430
Total AUM
$279.8M
Employees
3
Clients
102

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13375 UNIVERSITY AVENUE, SUITE 300
CLIVE
IA 50325
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
515-348-6080

ReceiptFinancials

Total AUM
$279.8M
Accounts
298
Discretionary
$279.8M
Accounts
298
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$26.3M
HNW Individual Clients
59
AUM
$253.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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