Paladin Partners
Firm details
- Headquarters
- Hartland, Wisconsin
- CRD number
- 132024
- Website
- www.paladinpartners.biz
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals98.99%
- HNWI1.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Paladin Partners operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm positions itself as a capital allocator for individual and family clients, offering a mix of percentage-of-AUM, hourly and fixed-fee billing. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting-related services and selection of other advisers. Paladin does not identify as an active ESG investor and reports operating as a single-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities60%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Contacts
2 of 2
Megan Prochniak
PartnerCRD 4667522
William Baxter
Managing PartnerCRD 2816654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$122M in ETFs
98%
$119M
2%
$2.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $18.8M | 52,825 | 15.43% |
Location
Hartland, WI
Waukesha
Location
Hartland, WI
Headquartered in Hartland, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Waukesha
- Address
- 138 North Ave
- Time zone
- CT (UTC-6)
- Office locations
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