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Building 2PALADINI FINANCIAL ADVISORS, LLC

Map pinARLINGTON, TX
Phone817-704-7788
NotebookSEC #801-113173
Total AUM
$168.9M
Employees
7
Clients
719

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2015 EAST LAMAR BLVD
SUITE 200
ARLINGTON
TX 76006
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
817-704-7788

ReceiptFinancials

Total AUM
$168.9M
Accounts
719
Discretionary
$0
Accounts
0
Non-Discretionary
$168.9M
Accounts
719

ContactClients

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Individual Clients
131
AUM
$25.5M
HNW Individual Clients
525
AUM
$101.9M
Pension/Profit Sharing Plan Clients
61
AUM
$41.1M
Charitable Organization Clients
2
AUM
$375K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
DENTAL PRACTICE SALES REFERRAL

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANCNDNENHOKSCTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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