Overview
Assets Under Management: $196 million
Headquarters: ARDEN HILLS, MN
High-Net-Worth Clients: 61
Average Client Assets: $1.4 million
Frequently Asked Questions
PALADIN FINANCIAL 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 #288387), PALADIN FINANCIAL is subject to fiduciary duty under federal law.
PALADIN FINANCIAL is headquartered in ARDEN HILLS, MN.
PALADIN FINANCIAL serves 61 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, PALADIN FINANCIAL offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PALADIN FINANCIAL manages $196 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, PALADIN FINANCIAL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.06%
Average Client Assets: $1.4 million
Total Client Accounts: 1,369
Discretionary Accounts: 1,369
Regulatory Filings
CRD Number: 288387
Filing ID: 2058338
Last Filing Date: 2026-03-11 13:29:43