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Building 2PALLER FINANCIAL SERVICES, INC.

Map pinCENTENNIAL, CO
Phone303-858-0045
NotebookSEC #801-129389
Total AUM
$147.9M
Employees
6
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9000 E NICHOLS AVENUE
SUITE 120
CENTENNIAL
CO 80112
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
303-858-0045

ReceiptFinancials

Total AUM
$147.9M
Accounts
453
Discretionary
$147.9M
Accounts
453
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
113
AUM
$35.5M
HNW Individual Clients
43
AUM
$111M
Pension/Profit Sharing Plan Clients
2
AUM
$0
Corporation or Business Clients
3
AUM
$1.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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

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