Overview
Assets Under Management: $214 million
Headquarters: CLIVE, IA
High-Net-Worth Clients: 56
Average Client Assets: $4 million
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