Overview
Assets Under Management: $466 million
Headquarters: BRYN MAWR, PA
High-Net-Worth Clients: 282
Average Client Assets: $0.7 million
Frequently Asked Questions
PALLADIEM 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 #158989), PALLADIEM LLC is subject to fiduciary duty under federal law.
PALLADIEM LLC is headquartered in BRYN MAWR, PA.
PALLADIEM LLC serves 282 high-net-worth clients according to their SEC filing dated March 19, 2024. View client details ↓
According to their SEC Form ADV, PALLADIEM LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
PALLADIEM LLC manages $466 million in client assets according to their SEC filing dated March 19, 2024.
According to their SEC Form ADV, PALLADIEM LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 282
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.48%
Average Client Assets: $0.7 million
Total Client Accounts: 325
Discretionary Accounts: 51
Non-Discretionary Accounts: 274
Regulatory Filings
CRD Number: 158989
Filing ID: 1827226
Last Filing Date: 2024-03-19 08:17:00