Overview
Assets Under Management: $214 million
Headquarters: CLIVE, IA
High-Net-Worth Clients: 56
Average Client Assets: $4 million
Frequently Asked Questions
PALADIN ADVISORY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285303), PALADIN ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
PALADIN ADVISORY GROUP, LLC is headquartered in CLIVE, IA.
PALADIN ADVISORY GROUP, LLC serves 56 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, PALADIN ADVISORY GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
PALADIN ADVISORY GROUP, LLC manages $214 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, PALADIN ADVISORY GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.91
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 283
Discretionary Accounts: 283
Regulatory Filings
CRD Number: 285303
Last Filing Date: 2025-03-05 00:00:00
Website: https://paladinwp.com