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Building 2PALADIN FINANCIAL

Map pinARDEN HILLS, MN
Phone651-842-8406
NotebookSEC #801-128300
Total AUM
$216.9M
Employees
7
Clients
518

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4105 LEXINGTON AVENUE NORTH,
SUITE 230
ARDEN HILLS
MN 55126
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
651-842-8406
Other Offices
1

ReceiptFinancials

Total AUM
$216.9M
Accounts
1,477
Discretionary
$216.9M
Accounts
1,477
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
450
AUM
$117.8M
HNW Individual Clients
68
AUM
$99.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLIAKSMNMOSDTXWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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