Paladin Financial
Firm details
- Headquarters
- Arden Hills, Minnesota
- CRD number
- 288387
- Registered since
- July 7, 2023
- Website
- financialpaladin.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals54.32%
- HNWI45.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Paladin Financial is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm registered with the SEC in 2023 and works primarily with individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Paladin operates as a capital allocator, directing client capital to third-party managers and using a mix of client billing methods: percentage of AUM, hourly charges, and fixed fees. The firm is not marked as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds42%
- Exchange Traded Equities40%
- Other14%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Contacts
3 of 7
James Lord
Investment Advisor RepresentativeCRD 1309083
Jeffrey Foley
Founder and Investment Advisor RepresentativeCRD 4237174
Jeffery Quick
Investment Advisor RepresentativeCRD 6642718
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$118M in ETFs
41%
$48.8M
31%
$69.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $11.9M | 155,233 | 10.08% |
Location
Arden Hills, MN
Ramsey
Location
Arden Hills, MN
Headquartered in Arden Hills, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Ramsey
- Address
- 4105 Lexington Ave N
- Time zone
- CT (UTC-6)
- Office locations
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