Overview
Assets Under Management: $169 million
Headquarters: ARLINGTON, TX
High-Net-Worth Clients: 525
Average Client Assets: $0.2 million
Frequently Asked Questions
PALADINI FINANCIAL ADVISORS, 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 #139884), PALADINI FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
PALADINI FINANCIAL ADVISORS, LLC is headquartered in ARLINGTON, TX.
PALADINI FINANCIAL ADVISORS, LLC serves 525 high-net-worth clients according to their SEC filing dated March 09, 2024. View client details ↓
According to their SEC Form ADV, PALADINI FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PALADINI FINANCIAL ADVISORS, LLC manages $169 million in client assets according to their SEC filing dated March 09, 2024.
According to their SEC Form ADV, PALADINI FINANCIAL ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 525
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.36%
Average Client Assets: $0.2 million
Total Client Accounts: 719
Non-Discretionary Accounts: 719
Regulatory Filings
CRD Number: 139884
Filing ID: 1835291
Last Filing Date: 2024-03-09 16:12:00