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Building 2PALADINO WEALTH

Map pinMONTGOMERY, TX
Phone(936) 444-2583
NotebookSEC #801-118369
Total AUM
$144.1M
Employees
4
Clients
160

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 MCCALEB ROAD
SUITE L
MONTGOMERY
TX 77316
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
(936) 444-2583

ReceiptFinancials

Total AUM
$144.1M
Accounts
160
Discretionary
$144.1M
Accounts
160
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
95
AUM
$33.4M
HNW Individual Clients
65
AUM
$110.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLLATX

HandshakeAffiliates

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

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